Investing as a Physician

High incomes can attract the attention of financial firms looking to promote high-fee products. Be wary of anything that comes with a guarantee.

Substantial incomes and busy schedules can cause physicians to be targeted by financial firms looking to sell high-cost investment products.

At many firms, advisors can earn commissions by selling these high-cost products to clients, causing a conflict of interest. One Day In July is not one of those firms. One Day In July financial advisors are fiduciaries on all accounts, for all clients. This helps ensure legally, and ethically, that the interests of the client will always be put first.

One Day In July is on a mission to lower investment fees while improving portfolio performance. Our fees are low, transparent, and linked right on the front page of our website.

If you’re a physician and someone is trying to sell you financial products with up front or confusing fees, reach out to One Day In July. A free consultation with a fiduciary financial advisor can help identify all of the fees you are currently paying, inspect the performance of your investments, and determine if switching to One Day In July could help you save and earn more in the future.

There are One Day In July offices in Vermont, New York, New Hampshire, and Pennsylvania. Advisors can meet in person, on the phone, and on Zoom.

You can reach our headquarters to be connected with the One Day In July advisor nearest you by calling (802) 503-8280 or emailing welcome@onedayinjuly.com