Vergennes, VT Financial Advisor

Investment Management and Fiduciary Financial Advice in Addison County, VT

Situated on Main Street in downtown Vergennes, One Day In July is a local investment firm that offers investment management and fiduciary financial advice to clients in Vergennes and throughout Addison County.

As a firm, One Day In July uses a diversified index investment strategy to keep fees low and mitigate taxes. We work with individuals, families and institutions to create investment portfolios that align with their unique goals and time horizons, whether they be a few years or a few decades in the future.

We relentlessly aim to reduce the costs and fees that can be associated with investing. We charge one, low, asset-based fee. Our advisors offer free consultations during which they can walk through your current portfolio with you and help you identify areas where you may be able to better optimize your investments, and places where you may be able to reduce fees.

One Day In July’s office is located at 206 Main Street in Vergennes. You can schedule a free consultation at our Vergennes office by calling (802) 777-9768, emailing welcome@onedayinjuly.com, or by filling out the form below.