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Financial Advice Built Around Your Customized Plan

We listen first, then provide independent, fee-only financial planning and investment advice that is personalized for you and your life goals. 
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How Can We Help You Today?

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Financial Planning

You do not need a perfect spreadsheet to make smart financial decisions. You need a plan that fits your life. We help you define what matters most, turn those priorities into clear goals, and build a strategy you can actually follow. Then we stay with you, adjusting the plan as your life changes so you keep moving forward with confidence.

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Wealth Management

You do not need to watch the market every day or wonder if you are making the right moves. You need a disciplined approach that keeps your money working toward your goals. Our wealth management service takes the strategy from your financial plan and turns it into an ongoing investment and risk management process designed around your timeline, comfort level, and priorities.

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Retirement Planning

Retirement should feel clear, not uncertain. We help you define what retirement looks like for you, estimate what it will take to support that lifestyle, and build a step by step strategy to get there. From saving and investing to income planning and Social Security timing, we create a plan you understand and can follow, so you feel confident about when you can retire and how to stay comfortable once you do.

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Investment Advisors

You do not need more stock tips. You need investment advice that fits your goals and your risk comfort. As your investment advisor, we help you choose an approach that matches your timeline, build a diversified portfolio with a clear purpose, and stay disciplined through market changes. We focus on smart decision making, ongoing monitoring, and adjustments when your life evolves, so your investments keep supporting what you are trying to achieve.

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tHE FEE-ONLY DIFFERENCE

Why Fidelis Is Fee-Only

We believe financial advice should be built around your goals, not product sales or commission incentives. As a fee-only fiduciary firm, we are compensated directly by our clients and do not receive commissions from investment or insurance products. This structure helps ensure our recommendations remain focused on what is best for you.

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Client Testimonials

Jeff and all the staff at Fidelis have been phenomenal. We combined finances after we got married, each of us having lost our first spouses; what we thought would be a complex and confusing situation turned out to be easily navigated with Jeff’s help. He has since helped us through retirement, and now as we move in to Social Security and Medicare, our life is focused on what is important.
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Financial Clients

I’ve been working with Fidelis for nearly 14 years and couldn’t be happier. What I value most is their focus on comprehensive financial planning rather than just investment mechanics. I only get to retire once, but Jeff has helped hundreds of people through this process, and his advice consistently covers angles I hadn’t considered. His experience makes our conversations genuinely thought-provoking. Highly recommend.
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Name withheld for privacy

Financial Clients

We’ve been a client with Fidelis for nearly 10 years and are very well taken care of. Working with Jeff, we got set up with a plan that was much more tailored to our needs than plans we’d had in the past. The Fidelis team is clearly passionate about setting clients up for success and they’ve made us feel like valued clients. Jeff, Denise, and Jack are a pleasure to work with!
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Name withheld for privacy

Financial Clients

Testimonials are provided by current clients of Fidelis Financial Planning. No compensation was provided for these testimonials. Client experiences may vary and are not a guarantee of future results.

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