Pennsylvania Investment Management

At One Day In July, we understand that clients looking for investment management in Pennsylvania may mistakenly think that all financial advisors are the same. However, we believe there are fundamental differences that set us apart from many other investment management firms in Pennsylvania.

1. Our approach is centered around low-cost index funds, with rare exceptions made at the request of our clients.
2. We believe in transparency, and our low fees are clearly outlined on our website for all to see.
3. We do not accept commissions from the funds we use. Our clients are the only ones who pay us, helping ensure our advice is unbiased and in their best interest.

When new clients approach us for investment management, we often find high-fee mutual funds, brokered stocks, expensive or overly complex annuities, and other costly investments in their accounts. This is something we strive to end for investors in Pennsylvania. Our team of fee-only fiduciary financial advisors are committed to improving the state of investment management in Pennsylvania by building trusted relationships with our clients and communities, utilizing index funds, and charging low fees.

The One Day In July office in Wayne, PA provides investment management services as fee-only fiduciary financial advisors to the greater Philadelphia area, the Main Line, and surrounding communities including Villanova, Radnor, St. Davids, Wayne, Strafford, Chesterbrook, Devon, Berwyn, Paoli, Malvern, King of Prussia, Valley Forge, Havertown, and more.

Contact us today to set up a free consultation. We can meet in person if you're in the area or set up a phone call or Zoom meeting if you prefer.