When choosing a firm for investment management, consider what matters to you—not the industry. If you value low fees, tax efficiency, transparency, reducing complexity, a grounded and disciplined approach, and personal advice, please consider One Day In July, an investment management firm based in New England and serving clients throughout Massachusetts.
At One Day In July, we serve a range of clients from individuals and families to institutions like non-profits and foundations. Our goal is to simplify the complex world of finance through an approach that focuses on what matters – proper asset allocation, efficient investment via index ETFs, and reduced behavioral errors. This approach is academically rooted and backed by decades of evidence. Please see our investor booklet here.
Too often, the wealth management moniker is used by firms to convince clients of the necessity for actively managed funds, high fee products, complicated “solutions,” or other over-priced services. Our mission is to focus on building your wealth, not crippling it with fees.
One Day In July financial advisors are here to help you create a long-term investment plan tailored to your particular situation. If you are in the Deerfield, MA, area and have questions about portfolio management, planning for retirement, or managing an inheritance, please reach out, we are ready to help.
(On all accounts, all the time!)
As fiduciaries, we are legally and ethically bound to put your interests first—always. We believe in transparency, which is why we offer low fee solutions with no hidden costs or commissions. Our approach is straightforward, client-focused, and built to serve your long-term goals. We know that having a personal connection matters, and you will have a dedicated advisor that you can reach directly.
Get in touch today to schedule a free consultation with a One Day In July financial advisor.
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