Independent 401(k) and 403(b) Financial Advisor

At One Day In July, we are 100% independent. No one pays us other than the client.

We offer advice to businesses and non-profits. We are licensed investment advisors and we will not sell you or your employees other products like insurance or health benefits. Although we work with plan providers, we do not work for them and they do not pay us.

We provide an independent review of plan providers as well as investment options, and as your advisor we monitor this over time as the landscape shifts.