A complete list of active advisors currently associated with One Day In July LLC
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One Day In July provides discretionary portfolio management and related financial planning to individuals (including high‑net‑worth clients), charitable organizations, corporations, and pension/employee benefit plans. The firm also offers non‑discretionary 3(21) investment consulting for retirement plans and will manage both custodian‑linked and “held‑away” accounts when clients grant access. ODIJ follows an asset‑allocation approach that leans toward passive, low‑cost ETFs but supplements that framework with periodic rebalancing, occasional short‑term trades and limited margin use; it expressly prohibits firm personnel from purchasing highly leveraged or most cryptocurrency‑related assets for client accounts. The firm offers an optional environmental investing strategy that seeks lower weighted‑average carbon intensity and reduced fossil fuel reserve exposure (using third‑party metrics such as carbon intensity and fossil fuel reserves), and Plan clients may be shown mutual‑fund model asset‑allocation portfolios that illustrate hypothetical participant scenarios. Compared with many multi‑team advisors, ODIJ documents an active client education and marketing program: it circulates informational newsletters electronically every few weeks, mails a paper booklet quarterly, and periodically hosts webinars and “Lunch‑and‑Learns.” The brochure also discloses marketing and referral practices — including occasional promotional transfer incentives (cash discounts, rebates, or gift cards) and the firm’s ability to compensate supervised persons with monetary bonuses or increased commissions for client referrals — practices the firm highlights alongside its model portfolio presentations.
To learn more about the advisors currently working at One Day In July LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse One Day In July LLC's office locations.
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