Local Financial Advisor

One Day In July serves people across the nation from our New England offices.

While our offices are physically located in Burlington, Vermont and Shelburne, Vermont and our financial advisors also meet with clients in Stowe, Vermont and Darien, Connecticut, we still feel like a local financial advisor no matter where you are. Our firm will never have a call center. As a client, you will have your financial advisor’s cell phone number, allowing you direct access when you have questions. When you work with One Day In July, you are working with a person, not a computer.

One Day In July is not only a low-fee investment firm but also your neighbor, meaning we take our fiduciary responsibility seriously. Our financial advisors work in your best interest at all times and we will not use our relationship with you to sell you high-fee financial products. Whether you want to know about your retirement options, develop the best investment plan for your family, or simply want to get your finances in order, we are here to help.

To schedule an initial meeting with one of our financial advisors, in person or over the phone, please contact us at (802)-503-8280 or welcome@onedayinjuly.com.