Montpelier, VT
Financial Advisors

Types of Accounts We Manage

One Day In July serves a wide variety of clients across the United States. Our clients range from high net worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors, and retired investors.

Low Fees Matter

It is almost impossible to overstate the importance of low fees in investing. A difference of 1% in fees over an investment lifetime can add several years of work to retirement.

Retirement Planning in Montpelier, Vermont

A One Day In July financial advisor can review your retirement accounts and work with you to create a plan that will help you make the most of your savings and investments.

Wealth Management for Barre, Vermont

One Day In July provides wealth management and financial advice to people in Barre, Vermont, and throughout Central Vermont. As fiduciaries on all accounts, for all clients, One Day In July puts client interests first – always.

Investing for Retirement in Waterbury, VT

Investing for retirement is one of the most essential yet daunting tasks many of us face on our financial path. Many people can be overwhelmed by this reality and often feel stuck.