Middlebury, VT
Financial Advisors

Types of Accounts We Manage

One Day In July serves a wide variety of clients 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, and retired investors.

Low Fees Matter

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.

Planning for Retirement in Middlebury, VT

Whether you’d like to attend shows at the Town Hall Theater, spend your winters skiing at the Middlebury Snowbowl, or enjoy Middlebury’s selection of fine dining, a One Day In July financial advisor can help you decide how to set and achieve your retirement goals.

Planning Your Retirement in Bristol, VT

Planning for retirement doesn’t have to be an individual effort. There are many complex factors to consider, and sitting down with a local financial advisor to talk through them can alleviate a lot of stress.

Fee-Only Financial Advice in Ripton & Cornwall, Vermont

One Day In July provides institutional-quality investment management for residents, families, and business owners in Ripton, Cornwall, and Addison County — served from our nearby Middlebury office located in the heart of downtown.