(610) 673-0074
851 Duportail Rd, 2nd Floor | Chesterbrook, PA 19087
851 Duportail Rd, 2nd Floor | Chesterbrook, PA 19087
One Day In July's diversified index investment approach uses ETFs to keep fees low and mitigate taxes. As fiduciary 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 variety of clients in Pennsylvania, 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, retiring investors and 529 Plan savers.
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.
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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.
At One Day In July we believe it is important for you to work with an advisor who has a legal and ethical responsibility to put your needs first, as a fiduciary does.
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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