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, 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.
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