Services

A clearly-defined plan for your goals.

We believe every client deserves a thoughtful, comprehensive Financial Goal Plan. Fidelis follows the CFP^® Board’s 6-step process with our clients and takes into account your Goals, Investments, Taxes, Insurance, and Estate Planning. You get full service, advice, and guidance to help you implement and monitor the plan, so that it always reflects your goals and your life.

We believe so much in the quality, insights, and value of the plans we build that we offer a money-back guarantee if you are dissatisfied.

Your portfolio built with independent, academic research.

Our disciplined and structured approach to investing is based on almost 90 years of data including the insights from eight Nobel Laureates in Economics. Key principles of our philosophy include: global diversification, appropriate returns for given willing risk level, avoiding buy/sell mistakes, and regular rebalancing to the target portfolio.

Fidelis uses our clear, unbiased perspective to help you make the most of the long-term power of markets around the globe.

Fidelis uses our clear, unbiased perspective to help you make the most of the long-term power of markets around the globe. From eliminating unnecessary risks to minimizing taxes; we focus on what you can control. Fidelis shuns the inflated promises characteristic of too many money managers. Our goal is not-and will never be-short-term market speculation aimed at trying to “beat the markets.”

Fidelis lets markets work for you through low-cost institutional asset-class funds. We help you stay focused on what matters most: your important, long-term life goals.

Fair and fully-disclosed pricing.

• Our first “Discovery” Meeting is no cost or obligation.
• We accept NO commissions or payments from 3rd parties.
• We do not hide our fees in “fine print” or tell you “someone else is paying your fee.”
• You will never pay a dime to Fidelis until it is fully disclosed and mutually agreed upon.
• Fidelis is 100% Fee-Only™, a way of paying for advice that is becoming increasingly popular.
• Fidelis chose this method many years ago, before it was widely adopted, for one simple reason: we believed it was the right thing to do for our clients.

Legal fiduciary for all clients.

As a fiduciary to our clients, we are required by law and professional ethics to act in their best interests at all times. Fiduciaries follow the highest standards of care, and include professionals such as physicians, attorneys, and CPAs (accountants).

Unfortunately, many financial advisors are not fiduciaries.

Unfortunately, many financial advisors are not fiduciaries. They are held to a lesser standard of suitability, meaning that the products they sell to clients only have to be suitable and not in the client’s “best interests.”

Fidelis provides all clients with a written and signed Fiduciary Oath.

Planners with experience, advanced credentials and certifications.

The owners of Fidelis, Jack and Jeff, have over 50 years of combined experience. Both also have master’s degrees and both are Certified Financial Planner™ professionals.

The CFP^® designation has become the financial services gold standard and requires meeting education, examination, work experience, and ethics parameters.

CFP^®s are required to adhere to high standards of competence, objectivity, integrity, fair treatment, diligence, professionalism and confidentiality.

The CFP^® designation has become the financial services gold standard and requires meeting education, examination, work experience, and ethics parameters.