(727) 309-5616
165 5th Avenue NE | St. Petersburg, FL 33701
(727) 309-5616
165 5th Avenue NE | St. Petersburg, FL 33701
One Day In July is an award-winning investment advisory firm ranked in the top 50 by USA Today and Statista Inc. on their 2026 "Best Financial Advisory Firms" list. Learn more about our awards.
At One Day In July, we believe that transparency and clear communication are paramount to a successful advisor-client relationship. When you work with One Day In July, you work with a dedicated financial advisor who you can reach directly.
One Day In July serves a wide variety of clients in Florida, throughout the East Coast, 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.
welcome@onedayinjuly.com
(727) 309-5616
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 2026 USA Today Best Financial Advisory Firms list (published 4.15.26) 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.
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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.
Wondering when you can retire? We can map out a timeline and a distribution strategy for you, taking into consideration factors like the amount of income you hope to have during your golden years, when to begin taking Social Security payments, taxes, inflation, and other financial goals you may have.
Being a Fiduciary means that we are legally and ethically obligated to always put our client's interests first.
One Day in July positions itself as a distinct wealth management firm by pairing low-fee index fund investing with an strict fiduciary commitment, meaning advisors receive no backend commissions or incentives to cross-sell financial products. We emphasize long-term relationships and streamlined service, eliminating call centers and extra steps so clients can communicate directly with a dedicated financial advisor.
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