A complete list of active advisors currently associated with Fiducia Wealth Management

Warmer can help you find a great advisor at Fiducia Wealth Management or one who fits your needs even better.

Fiducia Wealth Management provides discretionary asset management and financial planning to individual clients, high-net-worth individuals, small businesses, and retirement plans. The firm reports approximately $25.1 million in discretionary assets under management across roughly 83 client relationships. Portfolios are constructed using an asset-allocation approach informed by Modern Portfolio Theory and fundamental analysis, with core holdings typically in ETFs, mutual funds, individual bonds and equities, and traded REITs. The strategy emphasizes long-term investing with periodic rebalancing and may incorporate options strategies as part of portfolio construction and risk management. Noteworthy distinctions include the firm’s use of derivatives—specifically options such as buying calls and writing covered calls—within separately managed accounts, a practice that is uncommon among independent advisers. The firm is also affiliated with an insurance business; the principal is a licensed insurance producer who spends roughly 10% of his time on insurance activities and may receive commissions, a conflict the brochure discloses and describes mitigation steps for, and the firm generally relies on custodian statements rather than issuing its own written portfolio reports.

To learn more about the advisors currently working at Fiducia Wealth Management, 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.