One Day In July | Financial Advisors in Vergennes VT

Investment Management, Retirement Planning & Fiduciary Advice 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.

Why did we open an office in Vergennes?

We opened our office in Vergennes to bring local, in-person fiduciary financial planning and low-fee wealth management directly to the Little City and surrounding Addison and Chittenden County communities. As the oldest chartered city in Vermont and a vibrant hub of historic charm, agriculture, and local commerce, Vergennes is an ideal location for One Day In July to help families, business owners, and retirees invest using low-cost, tax-efficient index fund portfolios.

Conveniently located at 206 Main Street, Suite 20 in downtown Vergennes, Vermont, our office is accessible to several surrounding Vermont towns:

• Waltham: Just 2 miles south (a short 4–5 minute drive).
• Ferrisburgh: Only 3 miles north along Route 7 (about 5 minutes).
• Panton: Approximately 4 miles west (about 8 minutes).
• New Haven: Roughly 5 miles southeast (about 8–10 minutes).
• Addison: About 6 miles southwest (about 10 minutes).
• Monkton: Just 9 miles northeast (about 15 minutes).
• Charlotte: Approximately 10 miles north up the Route 7 corridor (about 12–15 minutes).
• Bristol: About 12 miles east via Route 17 (about 15–18 minutes).
• Shelburne: Approximately 16 miles north via Route 7 (about 20–25 minutes).

Whether you reside on Lake Champlain, commute along the Route 7 corridor, or work in neighboring Chittenden County, One Day In July’s dedicated fiduciary advice is just a short drive away. 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 awarded with placement on the 2026 USA Today Best Financial Advisory Firms list (published 4.15.26) were 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.