Wayne, PA
Fiduciary Financial Advisors

(610) 673-0074
851 Duportail Rd, 2nd Floor | Chesterbrook, PA 19087

(610) 673-0074

851 Duportail Rd, 2nd Floor | Chesterbrook, PA 19087

One Day In July | Financial Advisors in Wayne, PA

One Day In July's diversified index investment approach uses ETFs to keep fees low and mitigate taxes. As fiduciary financial advisors, One Day In July works with clients to understand their financial goals and build investment solutions.

A sound investment strategy meets your objectives and adapts as your life changes. With a consistent strategy and proper oversight, investing in your future will create a sense of comfort while growing wealth

One Day In July serves a variety of clients in Pennsylvania, and across the United States. Our clients range from high net worth individuals to middle-income families, from foundations, non-profits, and small and large business owners to young investors and retired investors.

One Day In July licensed the use of the USA Today award name and logo through a payment to Statista Inc. Firms being awarded with placement on the 2024 USA Today Best Financial Advisory Firms list (published 4.23.24) are determined by recommendations from clients and peers and a firm's development of assets under management (AUM) in both the short-term (1-year) and long-term (5-years). Learn more here.

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Low Fees Matter

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.


Types of Accounts We Manage

One Day In July serves a wide variety of clients in Vermont 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 and retired investors.

Fiduciary Financial Advisors

At One Day In July we believe it is important for you to work with an advisor who has a legal and ethical responsibility to put your needs first, as a fiduciary does.


Index Fund Investing

An index is a group of companies that make up a specific market sector or asset class. When you purchase shares of an individual company you are exposed to only that company’s gains or losses. When you purchase shares of an index fund you are purchasing exposure to all the companies in the index it tracks, all at once..

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Investment Management | Wayne, PA Financial Advisors

Telephone icon(610) 673-0074


DIFFERENTIATORS
GETTING STARTED
MATERIALS
How We Are Different
Understanding Your Financial Statement
Investing with Low Cost Index Funds
Pay Yourself First
Articles by Dan Cunningham
Vermont Financial Planning
Investor Resources
Quarterly Booklets
Why Use a Fiduciary Financial Advisor?
Financial Planning
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Fee Calculator
Frequently Asked Questions
Types of Investors
Book Recommendations
Investment Advice for 2025
Square Mailers
SERVICES
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
Investment Tax Strategy: Tax Loss Harvesting
Vermont Investment Management
How to Invest an Inheritance
Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Investing in Bennington, VT
Vermont Financial Advisors
Investing in Albany, NY
Investing in Saratoga Springs, NY
New Hampshire Financial Advisors
INVESTING THOUGHTS
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
Inflation
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Taxes on Investments
How Financial Firms Bill
Low Investment Fees
Retirement Financial Planning
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Investing Concepts
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio
Donor-Advised Fund vs. Private Foundation

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851 Duportail Rd, 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

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