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Whether you have $50 thousand or $5 million, your money is important to you. That means its important to us to be a faithful steward of those funds. Our objective is to both manage your assets well and to provide you with the financial tools and advice to make sound financial decision.
At Fidelis Financial, we are different from other advisory firms. We don’t wear suits and ties, nor do we focus solely on high-net-worth clients. Founded on the belief that everyone deserves top-notch service, we work with people from all walks of life, treating every client with the same respect and dedication.
Every client at our firm receives the “friends and family” treatment, ensuring you always feel like you’re connecting with friends who genuinely care about you. If you’re seeking an advisor who takes a holistic approach to your financial health and diligently addresses your concerns, experience the Fidelis Financial difference.
Then you came to the right place! Go ahead and book your consultation today!
If you are looking for an independent fiduciary specializing in comprehensive financial planning with white glove service for every client, we are here for you.
We are not employees of a broker dealer, wire-house or other institution. We serve only our clients without interference from a third party.
We integrate planning into everything we do. Rather than just manage assets, we seek to provide a wholistic approach that would include all aspects of a clients financial health and well-being.
We have a responsibility to always act in the best interest of our clients. But more than that, we have a desire to put our clients first and be faithful stewards acting on their behalf at all times.
We place a premium on service in a world of call centers and automated phone trees. When you call, you will always talk directly with us. Emails are answered the same day. And if we say we will do something, it will be done promptly.
Look no further—your journey to financial clarity and success starts here, with personalized guidance and strategies designed to elevate your financial well-being.
