A critical part of being your financial advisor is that we are fiduciaries, which means that we represent only the interests of our clients. No one pays us other than our clients. We are 100% independent in our decision making, and we do not cross-sell other products. One Day In July is a fee-only, fiduciary financial advisory firm, and we do not earn commissions from product sales.
A fiduciary financial advisor is a person who holds a legal or ethical relationship of trust with their client, and we take this trust seriously. As your fiduciaries, we are required to act in your best interest. We act on your behalf at all times, with no exceptions.
Many Americans believe that all financial advisors are fiduciaries, which is not true. Not all financial advisors are fiduciaries. At One Day In July, we act on behalf of our clients with undivided loyalty and in good faith. We are obligated to follow the fiduciary standard, and this is our highest priority. The best fiduciary financial advisor is one who will listen to you and to your concerns, look at your whole financial picture, and make the best financial decisions for you and for your future, without compromise.
The Latin verb “fidere” – to trust – is at the source of the word “fiduciary.” Trust is at the root of all we do here at One Day In July, and we take this trust seriously.
Late 16th century (in the sense 'something inspiring trust; credentials'): from Latin fiduciarius, from fiducia 'trust', from fidere 'to trust'.
Get Started Today.
Saratoga Springs, NY Financial Advisor
73 Henry Street
Saratoga Springs, NY 12866
Shelburne, VT Financial Advisor
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
Wayne, PA Financial Advisor
851 Duportail Rd 2nd Floor
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
77 College Street #3A
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding areas.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding areas.
Hanover, NH Financial Advisor
26 South Main Street #4
Hanover, NH 03755
| © One Day In July LLC. All Rights Reserved.