A complete list of active advisors currently associated with Fidelis Financial Planning, LLC

Warmer can help you find a great advisor at Fidelis Financial Planning, LLC or one who fits your needs even better.

Fidelis Financial Planning, LLC provides financial planning and discretionary investment management to middle-income and high-net-worth individuals, as well as institutional and business clients such as corporate pension and profit-sharing plans, charitable institutions, private investment funds, trusts, and corporations. Services include integrated ongoing financial planning paired with portfolio management and the option for standalone, one-time financial planning engagements. The firm describes a structured, long-term investment approach grounded in market efficiency, multi-factor concepts (including use of Fama–French ideas), diversification, portfolio optimization, and periodic rebalancing, and generally favors low-cost passive ETFs and select institutional funds, including frequent use of DFA funds. Fidelis implements portfolios primarily through a long-standing sub-advisory and platform arrangement with Focus Partners Advisor Solutions and typically manages client accounts on a discretionary basis while documenting client risk profiles and any imposed restrictions. Distinctive features include that the firm operates with multiple employees rather than as a solo practitioner and maintains a multi-decade relationship with its sub-adviser dating back to 1997. The firm also uses third‑party referral arrangements — including fee-sharing agreements with two outside CPAs — and receives custodial and marketing support from its platform and custodial providers, arrangements that may influence client onboarding and service delivery.

To learn more about the advisors currently working at Fidelis Financial Planning, 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.