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Wealth Management in St. Petersburg, Florida


Investment Management, Retirement Planning, and Financial Advice


Our office in St. Petersburg brings local fiduciary advice, financial planning, and low-fee wealth management directly to Tampa Bay and surrounding Suncoast communities. As a vibrant hub of culture, business, healthcare, and historic Florida charm, St. Petersburg is an ideal location to help families, retirees, working professionals, and local business owners achieve their long-term financial goals.

Conveniently located at 165 5th Avenue NE, St. Petersburg, FL 33701, in the heart of downtown St. Petersburg—just blocks from Tampa Bay and the St. Pete Pier—our office is easily accessible to nearby communities throughout Pinellas and Hillsborough counties:

  • Snell Isle & Old Northeast, St. Petersburg: Located right in our backyard—less than 1 to 2 miles away (a quick 3–5 minute drive).
  • Gulfport, FL: Just 6 miles southwest via 22nd Ave S or Gulfport Blvd (about 12–15 minutes).
  • Pinellas Park, FL: Approximately 8 miles northwest via US-19 N or 34th St N (about 15 minutes).
  • St. Pete Beach & Treasure Island, FL: Around 10 miles west via 1st Ave S or Pinellas Causeway (about 20 minutes).
  • Seminole, FL: Roughly 13 miles northwest via Park Blvd or Bryan Dairy Rd (about 20–25 minutes).
  • Clearwater, FL: About 20 miles north via US-19 N or I-275 N (around 25–30 minutes).
  • Tampa, FL: Approximately 23 miles northeast across Tampa Bay via I-275 N over the Howard Frankland Bridge (about 25–30 minutes).
  • Bradenton, FL: Roughly 25 miles south via I-275 S across the iconic Sunshine Skyway Bridge (about 30 minutes).

Whether you commute along the I-275 corridor, cross the bay from Tampa, or live in one of the surrounding coastal communities, One Day In July’s dedicated fiduciary services and tax-efficient index fund portfolios are within easy reach. Use the contact form to schedule a free consultation, or contact us via phone at (727) 309-5616.

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