Putting confidence into financial planning and wealth management
Your partner in managing wealth to align with your valuesHow 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
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.
Side note: Jeremy prefers jeans to dress pants – so if a three piece suit or tie is an expectation of prospective clients, they might be let down.
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- Defining the Why of Investing before the How ↗
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