77 College Street | Burlington, VT 05401
77 College Street | Burlington, VT 05401
One Day In July was named the Best Financial Planning / Investment Firm by Vermont Business Magazine in their 2023 Best of Business Awards. One Day In July is the sole Vermont-based financial advisory firm to be included on USA Today's list "Best Financial Advisory Firms 2023." Learn more about these awards here.
At One Day In July, we believe that transparency and clear communication are paramount to a successful advisor-client relationship. When you work with One Day In July, you work with a dedicated fiduciary financial advisor who you can reach directly.
One Day In July serves a wide variety of clients in Burlington, throughout Vermont, and 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, retiring investors, 529 Plan savers, and 401k retirement plan seekers.
welcome@onedayinjuly.com
(802) 503-8280
One Day In July was notified of its status as winner of the Best Financial Planning / Investment Firm award on 4/10/2023. Winners of Vermont Biz's BOB Awards are determined by a survey of VT Business Magazine readers. ODIJ licensed the use of the USA Today logo through a payment to Statista Inc. Firms being awarded with placement on the USA Today list (published 4/26/23) are determined by recommendations from clients and peers and a firm's growth of Assets under Management (AUM).
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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.
Wondering when you can retire? We can map out a timeline and a distribution strategy for you, taking into consideration factors like the amount of income you hope to have during your golden years, when to begin taking Social Security payments, taxes, inflation, and other financial goals you may have.
Being a Fiduciary financial advisor means that we are legally and ethically obligated to always put our client's interests first.
Simplicity drives risk reduction. By distilling investments and accounts to their simplest form, our financial advisors reduce the risk inherent in complexity. Our firm is built on stable pillars in finance: we use Vanguard and iShares index funds, among others, and client money is held at Charles Schwab and other established firms. We primarily purchase ETFs but hold mutual funds and other securities as well.
With the exception of 529s and certain workplace retirement plan accounts, investment accounts are held at Charles Schwab, and clients are able to view their accounts online through the Charles Schwab portal. We will work with Schwab to ensure your account transfers from other financial firms are as seamless as possible. Assets can often be transferred over into your Schwab account in kind.
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