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 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

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.

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.

New Clients

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Not ready to talk yet but want to get a feel for Fident?

Fident Friday is a quick email (~250 words) delivered to your inbox at the end of each week.  It contains thought-provoking content that deals with the intersection of money, life, and stewardship and includes a few curated links to recent articles or resources.  Signing up is a great way expand your thinking, and get a feel for how Fident approaches managing wealth.

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