Bennington, VT Financial Advisor

Southern VT & Albany, NY area Financial Advisors

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, 529 Plan savers, and 401k or 403b retirement plan seekers.

Our diversified index investment approach uses ETFs to keep fees low and mitigate taxes. As fiduciaries, we work 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 was named the Best VT Financial Planning / Investment Firm by Vermont Business Magazine in their 2023 Best of Business Awards.

One Day In July was notified of its status as winner of the Best Financial Planning / Investment Firm award on April 10, 2023. Winners of Vermont Biz's BOB Awards are determined by a survey of VT Business Magazine readers.