As fiduciary financial advisors, we help individuals, couples, families, and organizations on the Main Line and in the greater Philadelphia area. We invest using low cost, tax efficient index fund investments. We are fiduciary financial advisors on all accounts, for all clients, all the time. Read more about why that is important here.
One Day In July serves a wide variety of clients in Pennsylvania and across the United States. Our clients range from high net worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors, retiring investors, 529 Plan savers, and 401k or 403b retirement plan seekers.
Use the form on this page to schedule a free consultation, or contact us via phone or email.
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It is almost impossible to overstate the importance of low fees in investing. A difference of 1% in fees over an investment lifetime can add several years of work to retirement.
Pennsylvania Retirement Investment Taxation
Once you are retired (age 59.5 or higher), you can withdraw your pre-tax 401k and IRA assets penalty-free. You will pay federal income tax on these withdrawals, but you will not pay Pennsylvania state income tax.
We invest money for individuals, foundations, non-profits, businesses, municipalities, pensions, and 401k / 403b plans.
Pennsylvania Investment Management
Our team of fee-only fiduciary financial advisors are committed to improving the state of investment management in Pennsylvania by building trusted relationships with our clients and communities, utilizing index funds, and charging low fees.
(610) 673-0074
The One Day In July office in Wayne, PA provides investment management services as fee-only fiduciary financial advisors to the greater Philadelphia area, the Main Line, and surrounding communities including Villanova, Radnor, St. Davids, Wayne, Strafford, Chesterbrook, Devon, Berwyn, Paoli, Malvern, King of Prussia, Valley Forge, Havertown, and more.
With the exception of 529s and certain workplace retirement plan accounts, investment accounts are held at Charles Schwab, and clients are able to view their accounts online through the Charles Schwab portal. We will work with Schwab to ensure your account transfers from other financial firms are as seamless as possible. Assets can often be transferred over into your Schwab account in kind.
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding areas.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding areas.
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