New Hampshire Financial Advisors

Wealth Management • Retirement Planning

At One Day In July, we work tirelessly to lower investment fees while improving portfolio performance for clients in New Hampshire and across the country. As financial advisors, we construct and rebalance portfolios, diversify assets, minimize taxes, and help New Hampshire investors avoid behavioral errors.

We work with a variety of clients, including individuals, families, and institutions. As a registered investment advisory firm, One Day In July financial advisors are fiduciaries on all accounts, for all clients in New Hampshire and across the country. We invest clients primarily in low-cost index ETFs to keep fees low and mitigate taxes.

Whether you are planning for retirement in New Hampshire or you are looking for general wealth management in New Hampshire, One Day In July financial advisors can help optimize your portfolio for the long run, while charging just one, low, asset-based fee.¹

One Day In July’s New Hampshire wealth management office is located at 26 South Main Street in Hanover. One Day In July financial advisors offer free consultations for prospective clients in person, on the phone, and on Zoom.

1. You may pay other costs for investing that are not charged by One Day In July, e.g., custodial fees, taxes, and investment fund expense ratios.

(802) 503-8280 | welcome@onedayinjuly.com