Wayne, PA Financial Advisors

Fiduciary Financial Advisors • (610) 673-0074
Fiduciary Financial Advisors
(610) 673-0074
The Main Line Service you deserve - without the Main Line prices
Wayne, PA Financial Advisors

One Day In July | Pennsylvania Financial Advisors

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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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.


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.

Assets under Management

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.

Investment Management | Wayne, PA Office

(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.



One Day In July | Fiduciary Financial Advisors

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.



Wayne Pennsylvania Financial Advisors advisor in Wayne PA Investment Management Wayne PA
DIFFERENTIATORS
GETTING STARTED
MATERIALS
How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
Why Use a Fiduciary Financial Advisor?
Financial Planning
Quarterly Booklets
Simple, Low Investment Fees
Investor Resources
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Frequently Asked Questions
Book Recommendations
Types of Investors
One Day In July Careers
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
Environmental Investing: How it Differs from ESG
Vermont Financial Advisors
How to Invest for College Savings
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
Aim for Average
How Finacial Firms Bill
Low Investment Fees
Understanding Fixed Income: Interest Rate Risk
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?
Articles by Dan Cunningham
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

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