Burlington, Vermont
One Day In July Financial Advisors is a fee-only fiduciary firm in Burlington, Vermont offering financial planning and investment management with a focus on retirement planning. The firm structures its advice around low-cost index funds and ETFs from providers like Vanguard and iShares, held at custodians such as Charles Schwab, and emphasizes minimizing fees, taxes, and complexity in client portfolios. As an independent firm with no external financing or commission arrangements, the advisors work directly with individuals, families, and institutions to build diversified, uncorrelated investment strategies aligned with clients' goals. The firm conducts advisory relationships in person where possible rather than through automated or outsourced processes.