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.

Fiduciary Financial Advisors

At One Day In July we believe it is important for you to work with an advisor who has a legal and ethical responsibility to put your needs first, as a fiduciary does.

Low Investment Fees

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.