Fident Financial, LLC
Fident is a fee-only, Pennsylvania-registered investment advisor located in Lancaster, PA, who focuses on helping people align their wealth with their values. Most clients are located locally, but Fident's family stretches from coast-to-coast.
A high emphasis is placed on creating a financial plan tailored to personal values. Fident believes strongly that investment decisions can only be made in the light of financial goals, and those financial goals are influenced by our personal values.
Fident utilizes a One Page Plans approach to financial planning. These One Page Plans are documents that have hundreds of potential pages of data points, distilled down into what's most important to focus on. Typical planning topics include charitable giving, cash-flow, retirement projections, education goals, tax strategies, and investment allocation.