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Shelburne Fiduciary Partners, an affiliate of One Day In July, utilizes a team-based approach to provide advisory services to its individual and institutional clients.
Shelburne Fiduciary Partners Financial Advisors are registered as Investment Advisor Representatives with One Day In July LLC, an SEC-Registered Investment Advisory Firm headquartered in Burlington, Vermont.
Our philosophy begins with understanding that every client is unique, and as fiduciaries, the needs of our clients come first. Just as the investment solution should be tailored to the client's unique liability or risk profile, we believe that a client service approach should also be flexible to the specific needs of our clients.
Our financial services include development of an investment plan, risk assessment, asset allocation, security selection and ongoing risk monitoring.
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding area.
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