A complete list of active advisors currently associated with FIDERE Advisors

Warmer can help you find a great advisor at FIDERE Advisors or one who fits your needs even better.

Fidere Advisors, LLC serves individuals (including non‑accredited and accredited clients), trusts, estates and institutional entities, providing a mix of financial planning, discretionary portfolio management, family office services, insurance advisory, pension consulting and business advisory. The firm’s service menu also explicitly includes selection of other advisors and the publication of periodicals or newsletters as part of its client offerings. FIDERE typically provides discretionary portfolio advisory, favoring mutual funds and ETFs and using fundamental analysis while emphasizing a long‑term, strategic asset‑allocation approach; account reviews are performed at least quarterly and representatives meet with clients as needed. Personal financial planning is offered in modular or comprehensive formats to address tax, estate, retirement, investment and insurance planning within an ongoing relationship. The brochure identifies several features that distinguish FIDERE from many peers: it operates an affiliated media entity (Fidere Media, LLC) and publishes The Life Cycle of Wealth materials and newsletters, and it describes providing educational content and workshops. The firm also provides insurance advisory services and discloses that some representatives are licensed insurance agents (with related commission conflicts disclosed) and coordinates with other outside advisors as part of its family‑office and business‑advisory engagements.

To learn more about the advisors currently working at FIDERE Advisors, 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.