206 Main Street Suite 20
Vergennes, VT 05491
206 Main Street Suite 20
Vergennes, VT 05491
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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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.
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