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.
Not sure who to contact? Call our main office at (802) 503-8280 to speak with knowledgable advisor, Katie Muttitt. Katie will direct you to the right advisor based on your own individual financial situation.
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.
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.
Investing does not have to be complicated. As a financial advisor, I want to help clients gain knowledge and be in control of their finances.
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.
Don't try to time the market and chase returns. Active management and higher fees lead to a drag on performance and tax inefficiency.
Shelburne, VT | Darien, CT
The worst investing decisions are usually driven by fear or greed. You can't control the market but the market can control you if you let it.
We believe each client's chances of long-term investment success are improved by lowering fees and adhering to a customized asset allocation built with indexed ETFs.
Please contact our Burlington office to get in touch with me:
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Burlington, VT Financial Advisor
Burlington, VT 05401