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 portfolio management and related financial planning services to individual and high‑net‑worth clients, managing about $36 million across roughly 45 client relationships. The firm also offers an optional accounting service through an unaffiliated CPA at no additional cost to clients. The firm creates written Investment Policy Statements, generally seeks discretionary trading authority, and provides quarterly account reviews and custodian statements. Its investment process combines technical analysis with a long‑term trading horizon and is implemented across mutual funds, ETFs, fixed income, real estate funds, annuities, equities, TIPS, commodities and selected non‑U.S. securities. Distinctive features noted in the brochure include the firm’s use of client testimonials in advertising, a practice that is uncommon among peers, and its recommendation of the Altruist custodian. The brochure also discloses that the firm’s principal has outside broker‑dealer and insurance registrations—creating potential conflicts when commissionable products are offered—and that the firm does not aggregate trades for multiple client accounts, an operational choice that can affect trade execution.
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.
Name |
Location |
Years of experience |
|---|---|---|
Upper Arlington, OH
| 6
|
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