One Day In July | Northampton, MA Financial Advisors

Investing shouldn’t be complicated. Despite this, we’re often bombarded with choices, lingo, complexity, and high-fee products masquerading as new investment “solutions.” All of that can make seeking a financial advisor and planning for retirement feel confusing and overwhelming. We understand. Meet One Day In July, a registered investment advisor based in New England and serving clients throughout Massachusetts.

De-mystifying Investment Management and Retirement Planning in Northampton, MA

One Day In July’s mission is to cut through all the noise and focus on what actually works for investors in Northampton, MA, and throughout the United States.

What we do:

• Asset allocation: We strive to select the right asset allocation, appropriate for your risk tolerance, to meet your particular goals and objectives.
• Minimize costs: We use a passive, low-fee, index investment approach through ETFs for tax efficiency, and we use a simple, low, and transparent advisor fee structure, which you can see here.
• Steady guidance: Through a methodical approach, purposeful rebalancing, and an eye on the big picture, we seek to reduce common behavioral errors that erode returns.

What we don’t do:

• We aren’t going to offer you high-fee actively managed mutual funds, annuities, insurance products, or flavor-of-the-month investment strategies.
• We won’t recommend market timing, stock picking, or other return-destroying practices for the sake of appearing sophisticated in the management of your portfolio.
• We won’t abandon our time-tested plan when inevitable market volatility arises, or when the investment world shifts its focus to the latest financial product.

Fiduciaries in Northampton, Massachusetts

At One Day In July, we are fiduciaries on all accounts which means our clients’ interests always come first. We aim to provide exceptional investment advice and retirement planning services at a low fee so that more of your money stays in your accounts, growing for you in the long run.

One Day In July manages a wide variety of accounts for individuals, families, and institutions in Massachusetts, New England, and across the United States.

Set up a consultation today to see how working with a One Day In July financial advisor could help you save, and earn, more.

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