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

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

Fident Financial is a fee-only independent adviser that provides financial planning and portfolio management to individuals, high‑net‑worth clients, business entities, and employee benefit plans. The firm offers both limited-term fixed-fee planning engagements and ongoing planning alongside discretionary investment management and pension consulting for plan sponsors. The firm’s investment approach emphasizes passive portfolio construction using index mutual funds and ETFs, with the incorporation of factor exposures such as value, momentum and small‑cap tilts when appropriate. Portfolios are built to an individual investment policy and risk profile and are managed on a discretionary, fiduciary basis. What distinguishes the firm from many solo independents is its pension consulting practice for ERISA plans — including plan‑level advice, fund selection, participant education and performance monitoring — paired with “microplanning” one‑on‑one meetings for plan participants. The brochure also discloses use of custodial platforms that offer an optional securities lending program and recent updates to custody and billing disclosures following a regulatory examination.

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

Name	Location	Years of experience
Jeremy Walter	Lancaster, PA	19

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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