It is rare to find a financial advisor dedicated to both personal attention and low fees. That is One Day In July. By using index funds and charging low fees, our financial advisors aim to improve investment management in Vermont and nationwide.
I believe there is a tremendous value in index funds. Your money should work for you, not Wall Street. When you combine a well-diversified portfolio of index funds and low fees, investors win.
Efficiency. Simplicity. Transparency. My goal is to help you design a financial plan that leads you to maximize your financial goals without the complexity, jargon, and pressure customary in the financial industry.
Shelburne, VT 05482
Burlington, VT 05401
Portsmouth, NH 03801