(802) 503-8280
92 Lower Main Street | Morrisville, VT 05661
92 Lower Main Street | Morrisville, VT 05661
One Day In July is committed to lowering investment fees and improving long-term portfolio performance for clients throughout Lamoille County and beyond. A core pillar of the firm’s philosophy is its fiduciary duty, which obligates all advisors to act in their clients’ best interest.
One Day In July’s diversified index investment approach uses ETFs to keep fees low and mitigate taxes. Over time, even small reductions in fees can significantly boost long-term results. One Day In July financial advisors conduct detailed portfolio reviews to eliminate any unnecessary costs clients may have been paying and to ensure that the construction of client portfolios is aligned with their short and long-term goals.
One Day In July was one of just five New England-based investment advisory firms ranked in the top 50 by USA Today and Statista Inc. on their 2025 "Best Financial Advisory Firms" list. Learn more here.
The One Day In July Morrisville office is located on the second floor of 92 Main Street in downtown Morrisville, Vermont. Use the form on this page to contact the Morrisville office directly or contact us via phone or email.
One Day In July licensed the use of the USA Today award name and logo through a payment to Statista Inc. Firms awarded with placement on the 2025 USA Today Best Financial Advisory Firms list (published 4.23.25) were determined by recommendations from clients and peers and a firm's development of assets under management (AUM) in both the short-term (1-year) and long-term (5-years). Learn more here.
Investment Management & Retirement Planning
welcome@onedayinjuly.com
(802) 503-8280
92 Lower Main Street Morrisville, VT 05661
welcome@onedayinjuly.com(802) 503-8280
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Being a fiduciary means that we are legally and ethically obligated to always put the interests of our clients ahead of our own.
One Day In July serves a wide variety of clients throughout New England and 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.
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.
An index is a group of companies that make up a specific market sector or asset class. When you purchase shares of an individual company you are exposed to only that company’s gains or losses. When you purchase shares of an index fund you are purchasing exposure to all the companies in the index it tracks, all at once.
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