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.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.
He is a Dave Ramsey SmartVestor Pro, a local financial advisor approved by Dave Ramsey’s team to provide investment management to those looking for someone who aligns with Dave’s long-term investment management philosophy. Jeremy belongs to Kingdom Advisors, NAPFA, and the XY Planning Network — 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.
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- Defining the Why of Investing before the How ↗
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.