One Day In July | Financial Advisors Employee Directory

Q: What is One Day In July | Financial Advisors known for?

One Day In July | Financial Advisors was founded in 2016. One Day In July | Financial Advisors operates in the Financial Services industry.

Financial ServicesVermont, United States11-50 Employees

As financial advisors, our goal is to achieve excellent portfolio performance through diversifying investments, reducing taxes, rebalancing portfolios, and offsetting behavioral error. As fiduciaries on 100% of accounts, we work only for clients. We invest your money using low-fee index funds, and we keep our own fees low.  
One Day In July Financial Advisors provide investment management services to individuals, institutions, for-profit and non-profit businesses, pension plans, endowments and foundations. 

In addition to traditional portfolios we offer environmentally focused portfolios that limit exposure to fossil fuels and carbon emissions. 


Contact us today for a free consultation. 

Disclosure:
One Day In July LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training.  One Day In July LLC does not guarantee actual returns or losses. This content is for educational purposes only and is not investment advice. Individual circumstances may vary.

Find One Day In July | Financial Advisors employees' phone numbers or email addresses

One Day In July | Financial Advisors Global Highlights

North America
37

United States Of America
36
Canada
1

Europe
2

Spain
1
France
1

South America
1

Brazil
1

One Day In July | Financial Advisors's Leadership

J. B.
Chief Compliance Officer
Mobile Phone
Email
D. C.
Founder, Ceo
Mobile Phone
Email
J. G.
Owner And Curator
Mobile Phone
Email
K. M.
Managing Partner
Mobile Phone
Email
S. B.
Owner
Mobile Phone
Email
A. B.
Lead Graphic Artist/ Production Manager / Head Of It Department
Mobile Phone
Email
B. K.
Director Of Operations
Mobile Phone
Email
M. M.
Investment Desk Manager
Mobile Phone
Email

One Day In July | Financial Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Engineering
Finance
Human Resources
Other

Contact profiles from One Day In July | Financial Advisors

Name

Title

Contact Info

Location

Last Update

J. O.
Human Resources And Office Coordinator
Mobile Phone
Email
Feb 12, 2026
B. C.
Financial Consultant
Mobile Phone
Email
Oct 22, 2024
C. K.
Marketing & Design
Mobile Phone
Email
United StatesVermont
Oct 23, 2024
J. K.
Investment Advisor
Mobile Phone
Email
UNITED STATES
Dec 29, 2023
K. B.
Financial Advisor
Mobile Phone
Email
Jul 07, 2024
K. M.
Investment Desk Associate
Mobile Phone
Email
United StatesVermont
Feb 12, 2026
C. E.
Producer, Co-Writer, Editor
Mobile Phone
Email
United StatesTexas
Jan 29, 2026

Frequently Asked Questions

What is One Day In July | Financial Advisors known for?

One Day In July | Financial Advisors was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 77 College Street Burlington, Vermont 05401 United States. Explore One Day In July | Financial Advisors's company overview page for more information.

What is One Day In July | Financial Advisors's most common email format?

One Day In July | Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more One Day In July | Financial Advisors email formats with LeadIQ.

How many employees does One Day In July | Financial Advisors have currently?

One Day In July | Financial Advisors has approximately 20 employees as of March 2026. These team members are located across 3 continents, including North AmericaEuropeSouth America.

Who are One Day In July | Financial Advisors's key employees and leadership?

As of March 2026, One Day In July | Financial Advisors's key employees include:

Chief Compliance Officer: J. B.
Founder, Ceo: D. C.
Owner And Curator: J. G.
Managing Partner: K. M.
Owner: S. B.

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