Saratoga Springs, NY

Investing & Wealth Management

One Day In July's diversified index investment approach uses ETFs to keep fees low and mitigate taxes. As financial advisors, One Day In July works with clients to understand their financial goals and build investment solutions.

A sound investment strategy meets your objectives and adapts as your life changes. With a consistent strategy and proper oversight, investing in your future will create a sense of comfort while growing wealth.

One Day In July serves a wide variety of clients in New York, and across the United States. Our clients range from high net worth individuals to middle-income families, from foundations, non-profits, and small and large business owners to young investors and retired investors.

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.