Our unique association with Buckingham Strategic Partners (BSP), formerly BAM Advisor Services and Loring Ward, enables us to offer the services of a much larger firm at a lower cost to our clients. Our personalized service is maximized both by the use of extensive technology and the broad management support staff of this outstanding national investment management firm.
Wealth Management
Fidelis Financial Planning is the independent wealth management firm prepared to offer straightforward answers to investors who are tired of sales pitches and searching for the next ‘silver bullet’ of investment advice.
We are an independent, fee-only (no commissions) financial planning and investment advisory firm. Request a meeting and see how we can help you achieve your goals and dreams.
Retirement Planning
His core competencies are in investment and retirement planning. Jeff holds the Certified Financial Planner® designation, Series 65 licensed, and is a member of the National Association of Personal Financial Advisors (NAPFA).