(802) 829-6954
734 E US Route 4, Suite 7 | Rutland, VT 05701
734 E US Route 4, Suite 7 | Rutland, VT 05701
One Day In July’s diversified index investment approach uses ETFs to keep fees low and mitigate taxes. As fiduciary financial advisors, One Day In July works with clients to understand their financial goals and build investment solutions.
One Day In July was named the Best Financial Planning / Investment Firm by Vermont Business Magazine in their 2024 Best of Business Awards. One Day In July is also ranked in the top 30 financial advisory firms on USA Today’s 2024 list of best financial advisory firms.
One Day In July licensed the use of the USA Today award name and logo through a payment to Statista Inc. Firms being awarded with placement on the 2024 USA Today Best Financial Advisory Firms list (published 4.23.24) are 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.
Our office in Rutland, VT is located at 734 E US Route 4, in Suite 7.
Use the form on this page to schedule a free consultation, or contact us via phone or email.
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As fee-only fiduciary financial advisors, we receive payments only from our clients. This helps eliminate common conflicts of interest that can arise in the financial industry.
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, retiring investors, and 529 Plan savers.
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.
(802) 829-6954 
carrie.mcdonnell@onedayinjuly.com
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