Putting confidence into financial planning and wealth management

Your partner in managing wealth to align with your values

How Fident Can Help

Clarifying Values & Calibrating Wealth

As a fee-only Registered Investment Advisor of Pennsylvania – based in Lancaster – Fident Financial exists to deliver clarity, contentment, and confidence in the many financial decisions faced by middle to high income earners — whether that pertains to giving, saving, living, or owing.  Fident is a fiduciary at all times, which is an oath to always do what’s best for every client, every time.

Partner with Fident

Fident can help you:

  • Clarify your values
  • Identify financial strengths and weaknesses
  • Define how much is “enough”
  • Create customized portfolios and invest according to your values and goals
  • Adjust your plan and your portfolio based upon life changes

Meet Jeremy

Jeremy Walter, CFP® CKA® has been helping clients with the above items for over 10 years.

After being part of an excellent local advisory firm for a decade, he felt called into founding his own firm and Fident Financial was born in early 2017 as a fee-only Registered Investment Advisor based in Lancaster, PA. Jeremy is a Certified Financial Planner™, a Certified Kingdom Advisor™, and graduated from Cairn University with a Bachelor’s of Science in Bible and a Bachelor’s of Science in Business Administration.

Being a fiduciary is a big deal – and one Jeremy takes seriously with his clients.  He is a member of XY Planning Network, Kingdom Advisors, NAPFA, and The Society of Real Financial Advisors — organizations that help him personally gain more clarity and sharpen his advising tools to help fulfill his own values and personal mission statement: to help Christians use their wealth to change the world.

Get Started

Send Us a Message

Sometimes we just want to see a quick snapshot of where we're at.

Use the links below to run an analysis on two common financial goals: retirement and education savings. Feel free to play around with the numbers – and reach out if you want to connect to talk about them.

Partners

XY Planning Network
Kingdom Advisors
CFP Board
NAPFA the Power of Trust