Our clients are discerning individuals and families seeking a long-term relationship with an independent advisor acting in their best interests.
You know you need to prepare for and protect your family’s financial future. Fidelis Financial Strategies operates on a foundation of honesty, integrity and hard work for you. At Fidelis, you’re not a name and number. You are family. We hope you will find yourself at home as you visit our website and we look forward to hearing from you soon!
Read our Dave Story