Inspired by a physician, for physicians

The Preferred Provider Retirement AllianceSM for medical plan management.

FIDELIS iM is the only investment firm in the Rogue Valley to build a unique alliance of local medical practices. Together we grow, together we save.

The Preferred Provider Retirement AllianceSM

  • Increases the retirement income for each of your employees
  • Leverages new tax deductions
  • Engages your employees with better guidance
  • Significantly improves the participant experience

Case Study: Rogue Valley Medical Practice Saves Big Using New 401(K) Approach

A local physician with a successful practice in Medford, OR, moved his retirement plan from Wells Fargo Advisors to FIDELIS iM. Our Preferred Provider Retirement AllianceSM subsequently saved the physician and his employees thousands of dollars, accelerated the growth of their retirement plan, leveraged additional tax deductions, and empowered employees to make more informed financial decisions. Fees were reduced by over 44%, saving over $11,000 per year for plan participants. >>Read the full case study here.


The Preferred Provider Retirement AllianceSM currently includes over 200 local physicians, practice administrators, trustees, and health care professionals. Together, we can improve your plan design, reduce fees, pay less taxes, and improve the retirement experience.


Medical Retirement Plans at Fidelis iM
“Some of our clients have implemented FIDELIS’ medical plan management best practices that will improve their plan by hundreds of thousands of dollars.”

To join this exclusive alliance, contact us for a complimentary plan diagnosis.

You and your employees will experience the clarity and confidence of watching your plan grow exponentially.