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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.
Every One Day In July Financial Advisor holds a Series 65 license. Advisors are all Registered Investment Advisors. At One Day In July advisors act as fiduciaries on all accounts, all the time. Learn more about what that means here.
Advisors are available for meetings in person, on the phone, and on Zoom.
I enjoy teaching clients the value of low-cost asset class diversification. Every investment position in a portfolio should serve a purpose, and that purpose should not be to benefit your broker.
When investing, simple is generally better than complex for several reasons. Complexity obscures costs, performance, and the overall understanding of the client, and frequently necessitates legal and/or accounting opinion, adding more costs. Further, complexity tends to impair liquidity, or the ability to convert the investment to cash. These factors, in combination with expected performance are why we are so excited to be building the practice we are here in Shelburne, Vermont.
Shelburne, VT 05482
Burlington, VT 05401