Bennington, VT
Financial Advisors

Types of Accounts We Manage

One Day In July serves a wide variety of clients 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, and retired investors.

Low Fees Matter

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.

Planning for Retirement in Bennington, Vermont

Often, by the time Vermonters reach retirement, they have assets spread across all different accounts, including: 401ks, 403bs, Traditional IRAs, Roth IRAs, brokerages, inherited IRAs, pension plans, and more.