Montpelier, VT Financial Advisor

Low fee investing, personalized service

One Day In July is a low fee investment firm focused on building efficient index fund portfolios for individuals, families, and institutions. We were named the Best Financial Planning / Investment Firm by Vermont Business Magazine in their Best of Business awards in both 2023 and 2024. While we are headquartered in Burlington, Vermont, we serve clients throughout the state and across the country, including in Montpelier, Vermont. Our advisors are often able to meet you where you are if you are unable or would prefer not to travel up to Burlington from Montpelier. We are also able to offer consultations on the phone and via Zoom.

As a firm, we are on a mission to change the investment industry for the better. We do not sell high-fee, commission-based products. We are fiduciaries on all accounts, for all clients. Learn more about why that is important here. Our advisors build personalized portfolios to meet each client’s current needs and future goals. If you are in Montpelier, Vermont and have any questions about your current portfolio, future retirement plans, or are just trying to see if there are ways you might be able to reduce your investment costs, you can contact us by phone at (802) 503-8280, by email at welcome@onedayinjuly.com, or by filling out the form below.