Contact One Day In July

Interested in working with One Day In July? Contact us today to set up a free consultation. As a registered Investment Advisory firm, all One Day In July financial advisors are fiduciaries on all accounts, for all clients. Being a fiduciary means that we have a legal and ethical obligation to always act in our client's best interest. Learn more about what it means to be a fiduciary here.

One Day In July financial advisors work with clients across the United States. We have locations in Vermont, New Hampshire, and Massachusetts. Advisors are available for meetings far beyond our office locations. Meetings are available in person, on the phone and on Zoom.

Investment Management | Always Fiduciaries

Every client has a dedicated financial advisor with access to that financial advisor’s cell phone. We often see the industry stripping personalization out of investing, using computerized management, vague advisor groups, and call centers. Our firm has no call centers – we dislike them as much as you do.

While each of our clients has a dedicated advisor, we approach client service as a team to reap the benefits of our collective knowledge and experience.