Financial Advisors & Investment Management in Clearwater and Dunedin, Florida
One Day In July provides investment management and financial advice to individuals, families, and business owners in and around Clearwater and Dunedin, Florida, from our office in nearby downtown St. Petersburg at 165 5th Avenue NE.
Key Takeaways
Regional access: Served by our St. Petersburg, FL office, located about 25–35 minutes south of Clearwater and Dunedin via US-19 S or I-275 S — both in-person and virtual meetings are available.
Always fiduciaries: We operate under a fiduciary mandate, endeavoring to eliminate high product commissions, sales quotas, and revenue-sharing conflicts.
Fee-conscious management: Low-cost index fund portfolios designed to keep investment expenses down and nurture long-term results.
Local familiarity: Local familiarity with Tampa Bay area financial priorities — from local business owners along Dunedin's Main Street to retirees and families living along Clearwater Beach and the Pinellas Trail.
Is there a financial advisor near Clearwater and Dunedin, Florida?
Yes. One Day In July serves residents across Clearwater, Dunedin, and Pinellas County from our nearby St. Petersburg office. Working with a local advisor familiar with the priorities of West Florida residents can help you build an investment strategy tailored to your unique financial goals.
How does One Day In July approach investment management?
We focus on broad-market index funds (exchange-traded funds, or ETFs) to maintain low costs, diversification, and tax efficiency. Rather than chasing market trends or relying on high-fee actively managed funds, our fee-only approach keeps your portfolio aligned with your long-term wealth goals while minimizing unnecessary management expenses.
How does the local community around Clearwater and Dunedin shape an investment strategy?
Financial strategies look different depending on what your life in Tampa Bay looks like. Managing wealth here might mean balancing seasonality as a business owner along Dunedin Causeway, preserving capital as a year-round coastal resident, or planning for retirement with afternoons spent biking the Pinellas Trail, relaxing at Honeymoon Island State Park, or visiting Clearwater Marine Aquarium. The way you invest varies based on where you live and what you want your future to look like.
