Lebanon, NH Investing and Wealth Management

One Day In July provides fiduciary financial advice to clients in Lebanon, NH, and the surrounding area from our office located in Hanover, NH.

One Day In July provides personalized, low fee portfolio management and fiduciary financial advice to individuals, families, and institutions. We service clients throughout New Hampshire, Vermont, and across the United States.

We believe there is substantial value in being able to meet with your advisor in person. Whether for the initial account setup or for regular check-ins as your circumstances evolve and change, having a personal relationship with your financial advisor and the ability to visit their local office when needed can help ease stressful situations.

One Day In July’s office in Hanover is located just 15 minutes from Lebanon, New Hampshire. We offer free consultations during which you can meet with a One Day In July financial advisor, go through your portfolio, assess your current investments, and figure out if switching to One Day In July is the right move.

Schedule a free consultation today at our Hanover, New Hampshire office by calling (802) 341-0188, emailing welcome@onedayinjuly.com, or by filling out the form below.