Putting confidence into financial planning and wealth management
Your partner in managing wealth to align with your values
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.
Fident can help you:
- Clarify your values
- Identify financial strengths and weaknesses
- Define financial planning and investing strategies
- Create customized portfolios and invest according to your values and goals
- Adjust your plan and your portfolio based upon life changes
Jeremy Walter, CFP® has been helping clients with the above items for over 15 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™ 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 The Society of Advice, XY Planning Network, NAPFA, and The AGC™— 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 clients, they might be let down.
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Fident is not taking on any new clients at this time.
This might seem crazy – but Jeremy’s decided to define and implement Enough, both personally and for the firm.
This means Fident is no longer taking on any new clients for the foreseeable future. If you’re curious to know some reasons why behind this, read this post over at Calibrating Capital.