Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. A Certified Financial Planner ™ can play a central role in helping you meet your goals and achieve financial well-being.
Finding a financial planner and investment advisor with whom you are comfortable can be an overwhelming task. With such a wide array of unregulated titles, where does one start? It is our hope that the questions below will aid you in making a prudent decision in selecting an ethical, competent, and trustworthy financial advisor.
FIDELIS iM empowers your financial success by following these six steps
Our sound investment principles are based on decades of academic research and a clear understanding of the proven strength of passive investment management. There are two schools of thought in the investment industry: