We are a fee-only advisor (Registered Investment Advisory firm) 
and a team with more than half century of experience.
We would be honored to share our strategic and moral approach underlying Fidelis virtue-focused wealth planning, and Fidelis faith and factor investment management. We assist

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• individuals—IRAs (including rollovers) and taxable accounts

• institutions—401Ks, corporate pensions foundations
  and endowments

• other non-affiliated financial advisors, including banks, 
  CPAs, attorneys and financial planners.