Do I Need a Financial Advisor? | Financial Advisors | Fee-only Financial Advisors

Who We Serve

Do I Need A Financial Advisor?


As a fee-only financial advisory firm focusing on index funds, One Day In July serves a wide variety of clients, both in Vermont and nationwide. 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, female investors, 529 Plan savers, government entities, and 401k or 403b retirement plan seekers.

Our clients come to us with all sorts of concerns and questions. Here are a few:
How much money do I need to start investing?
How can I save for college?
I'm getting married. What do I need to do financially?
What are the best retirement investments?
My parents are aging. How do I make a financial checklist?
I'm recently widowed. How do I come up with a financial plan?
How can index funds save me money?
I'm getting a divorce. How do I financially prepare for a divorce?
Why do low fees matter? Will low fees save me money?
Why do I need a fiduciary?
What can an investment advisor do for me?

And the list goes on.

At One Day In July, our financial advisors understand that sometimes the first question is: “Where do I start?” We understand that you may be embarrassed by past financial decisions, and hesitant to share your story. This is normal, and common.

We understand that index funds, low fees, investments, fee-only financial advisor, and fiduciary are all just words until we have that first conversation.

Our financial advisors are here to listen, and we welcome your questions.


Get Started Today.

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DIFFERENTIATORS
GETTING STARTED
MATERIALS
How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
Why Use a Fiduciary Financial Advisor?
Financial Planning
Quarterly Booklets
Simple, Low Investment Fees
Investor Resources
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Frequently Asked Questions
Book Recommendations
Types of Investors
One Day In July Careers
Prospect Booklet
Square Mailers
Fee Calculator
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
Environmental Investing: How it Differs from ESG
Vermont Financial Advisors
How to Invest for College Savings
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
Aim for Average
How Financial Firms Bill
Low Investment Fees
Understanding Fixed Income: Interest Rate Risk
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?
Articles by Dan Cunningham
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

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73 Henry Street

Saratoga Springs, NY 12866

(802) 735-8772

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206 Main Street #20

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(802) 777-9768

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77 College Street #3A

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(802) 503-8280

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding areas.

(802) 829-6954

Bennington, VT Financial Advisor

Available for meetings in Bennington, VT and surrounding areas.

(802) 735-8772

Hanover, NH Financial Advisor

26 South Main Street #4

Hanover, NH 03755

(802) 341-0188


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