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.
Not sure who to contact? Call our main office at (802) 503-8280, or fill out the form below, to speak with knowledgable advisor Katie Bensel. Katie will direct you to the right advisor based on your own individual financial situation.
Advisors are available for meetings in person, on the phone, and on Zoom.
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. Learn More
Shelburne, VT 05482
Burlington, VT 05401