Vergennes, VT Financial Advisors

Fiduciary Financial Advisors • (802) 777-9768

206 Main Street Suite 20
Vergennes, VT 05491

Fiduciary Financial Advisors • (802) 777-9768

206 Main Street Suite 20
Vergennes, VT 05491

Drawing of poppy flowers with mountains in the background

One Day In July | Financial Advisors in Vergennes, VT

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 allocations, security selection and ongoing risk monitoring.

Use the form on this page to schedule a free consultation, or contact us via phone or email.

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 Vergennes, VT is located at 206 Main Street in Suite 20.

Use the form on this page to schedule a free consultation, or contact us via phone or email.




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Fiduciary Financial Advisors

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.

Types of Accounts We Manage

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.


Low Fees Matter

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.

Index Fund Investing

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.

Investment Management | Vergennes, VT Financial Advisors

Telephone icon(802) 777-9768  Envelope iconfrank@onedayinjuly.com


DIFFERENTIATORS
GETTING STARTED
MATERIALS
How We Are Different
Understanding Your Financial Statement
Investing with Low Cost Index Funds
Pay Yourself First
Articles by Dan Cunningham
Vermont Financial Planning
Investor Resources
Quarterly Booklets
Why Use a Fiduciary Financial Advisor?
Financial Planning
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Fee Calculator
Frequently Asked Questions
Types of Investors
Book Recommendations
Square Mailers
SERVICES
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
Investment Tax Strategy: Tax Loss Harvesting
Vermont Investment Management
How to Invest an Inheritance
Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Investing in Bennington, VT
Vermont Financial Advisors
Investing in Albany, NY
Investing in Saratoga Springs, NY
New Hampshire Financial Advisors
INVESTING THOUGHTS
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
Inflation
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Taxes on Investments
How Financial Firms Bill
Low Investment Fees
Retirement Financial Planning
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Investing Concepts
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio
Donor-Advised Fund vs. Private Foundation

Vergennes, VT Financial Advisors

206 Main Street, Suite 20

Vergennes, VT 05491

(802) 777-9768

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