One Day In July serves a wide variety of clients, both in Vermont and nationwide. Our clients range from high net worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors, retiring investors, 529 Plan savers, and 401k or 403b retirement plan seekers.
With the exception of 529s and certain workplace retirement plan accounts, investment accounts are held at Charles Schwab, and clients are able to view their accounts online through the Charles Schwab portal. We will work with Schwab to ensure your account transfers from other financial firms are as seamless as possible. Assets can often be transferred over into your Schwab account in kind.
Shelburne, VT 05482
Burlington, VT 05401