At Fidelis Financial, we are not like other advisory and planning firms. We don’t wear suits and ties, nor do we exclusively seek high-net-worth clients. If you’re looking for a pretentious firm that pretends to care about everyone while really focusing on the wealthy, there are plenty to choose from—but we are not one of them.
Fidelis Financial was founded on the belief that everyone deserves an advisor who provides the same high level of service, regardless of their financial status. We work with people from all walks of life—those who are young and looking to grow their wealth, as well as those who are older and seeking to leave a legacy. We treat every client with the same respect and dedication because whether you’re building your wealth or planning your estate, you need to know that your advisor is on your side.
Every client at our firm receives the “friends and family” treatment. When you call us with a question or visit our office for a meeting, you will always feel like you’re connecting with friends who genuinely care about you.
If you’re seeking an advisor who will take a holistic and comprehensive approach to your financial health and will diligently work with you to address your questions and concerns, give us an opportunity to show you the Fidelis Financial difference.
I am a husband and father living in Carthage, NC on a small piece of land we affectionately call our farm-ette. We maintain a small orchard and garden and enjoy working the land we live on. My kids are homeschooled and my wife not only oversees their education, but she cares for her disabled sister full-time. My parents live next door and we enjoy working together as a family in our gardens and sitting by the fire on cool afternoons or evenings. Music is a daily part of our family life as everyone in the family plays instruments and sings. My long-term goal is to spend time with my family, enjoy good music and books, and continue to work the land I enjoy living on. I’m a simple person seeking to be content with the many blessings I have been given and to be a good steward of the resources entrusted to my care.
As the owner of Fidelis Financial, I take my role seriously and seek to ensure every client feels that they are the most important client. I actively work to not only be a good steward of the resources entrusted to my care, but to bring clients along on the journey by providing opportunities through the year for community service and involvement. If we can make a difference in our local community, the hard work is worth it and we will be better for it.
I serve Fidelis Financial as the office manager and business processor. I enjoy making sure clients are taken care of when they have a question or need something.
When I am not at work you will probably find me in the yard taking are of the flowers, trees, and garden that we are cultivating around our house. Living next door to my grandkids has been a wonderful opportunity and I am thankful that we are so close and get to enjoy life together.
Choose us for our unwavering commitment to your financial success, personalized strategies tailored to your unique goals, and a partnership built on trust and transparency.
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.
