At FIDELIS iM Our Mission is to:
- Maintain our impeccable reputation for integrity
- Build relationships that exceed your expectations
- Generate sustainable, long-term value
- Utilize rock-solid investment strategies
- Maintain the highest standard of fiduciary responsibility
- Optimize your investments to give you peace of mind
As your trusted financial advisor, we manage:
Corporate and Taxable Accounts
Individual Retirement Accounts (IRAs)
Qualified retirement plans (401k, 403b)
KEEGAN DENN, CFP®
FIDELIS is about more than investments, it is about the relationship; the bonds we form with the families and organizations that we serve and the lasting impact on the quality of life in retirement. Your investment advisor helps guide some of the most important decisions in your life. We recognize the weight of such decisions and strive to provide extraordinary guidance in the present and for the future. Our humility allows us to see life through the lens of our clients.
Our thinking is rooted in academia and market tested, rather than driven by Wall Street whims and prescient thoughts about future unknowns. What we know is that a disciplined, diversified investment process provides you the best opportunity for meeting your goals.
Keegan Denn is a Certified Financial PlannerTM professional, President and co-founder of FIDELIS iM. He served in the United States Marine Corps, 1st Marine Division. Along with raising a family and mentoring youth throughout the Rogue Valley with their athletic endeavors, he has spent the last 15 years working with organizations, individuals, and families to define and attain the quality of life they aspire to.