(802) 503-8280
27 State Street, 2nd Floor | Montpelier, VT 05602
27 State Street, 2nd Floor | Montpelier, VT 05602
As financial advisors, we provide personalized investment management and financial advice to individuals, families, and institutions. We work with clients to understand their financial goals and build investment solutions.
Always Fiduciaries. We are fiduciaries on all accounts, for all clients. This means that the interests of our clients always come first. We do not accept commissions to sell you products, and we do not participate in mutual fund revenue sharing agreements. As fee-only fiduciaries, we receive payments only from our clients. This helps eliminate common conflicts of interest that can arise in the financial industry.
Low Fees. One Day In July was founded on the mission of lowering investment fees, while improving portfolio performance. Our goal is to reduce advisory fees and eliminate other often unnecessary fees that can end up dragging down the performance of your portfolio over time.
Index Fund Investing. Our diversified index investment strategy uses ETFs to keep fees low and mitigate taxes. We primarily build client portfolios with low-cost index funds. Client portfolios can typically be transferred to One Day In July in-kind, which means there is typically no tax consequence for doing so.
Free Consultations. Use the form on this page or the contact information below to set up a free consultation. We can review your current statements and determine if a switch could help you save – and earn – more in the long run.
welcome@onedayinjuly.com
(802) 503-8280
One Day In July licensed the use of the USA Today award name and logo through a payment to Statista Inc. Firms awarded with placement on the 2026 USA Today Best Financial Advisory Firms list (published 4.15.26) were determined by recommendations from clients and peers and a firm's development of assets under management (AUM) in both the short-term (1-year) and long-term (5-years). Learn more here.
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Being a fiduciary means that we are legally and ethically obligated to always put the interests of our clients ahead of our own.
One Day In July serves a wide variety of clients in Vermont and 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.
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.
An index is a group of companies that make up a specific market sector or asset class. When you purchase shares of an individual company you are exposed to only that company’s gains or losses. When you purchase shares of an index fund you are purchasing exposure to all the companies in the index it tracks, all at once.
We opened our office in Montpelier to bring local, fiduciary financial planning and low-fee wealth management directly to Central Vermont. As the nation's smallest state capital, Montpelier boasts a robust civic community, small-town warmth, and rich cultural ties, making it an ideal location fro One Day In July to help families, state employees, local business owners, and retirees through our investment management services.
Conveniently located at 27 State Street, 2nd Floor (situated above Capitol Grounds in the heart of downtown Montpelier, Vermont), our office is accessible to some of the most prominent towns in Washington County and the broader Central Vermont region:
Whether you commute along the Interstate 89 corridor, work in state government, or live in one of these surrounding communities, One Day In July’s dedicated fiduciary services and tax-efficient index fund portfolios are within easy reach.
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