Rutland, 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.

Retirement Planning

We help clients build and manage a diversified portfolio designed to grow their wealth and support their retirement lifestyle.

Financial Planning for Rutland, VT

Straightforward, low-fee financial strategy and investment portfolio planning for residents of Rutland and Rutland County, available through our Rutland, VT office.

Fiduciary Investment Management in Killington, Vermont

Low-fee wealth management and retirement planning tailored to Killington resort professionals, local business owners, mountain property owners, and families.