Fident Financial, LLC
I started Fident in the beginning of 2017 after being part of a larger firm for 10 years, becoming a senior financial advisor before envisioning the existence of my own firm.
Fident's clients consists mainly of middle-to-high income earners who are looking to align their wealth with their values. Most of are located in or around beautiful Lancaster County, PA - however, I work with clients in multiple states as well on a virtual basis. The typical client has around $250,000 of assets invested with Fident, however I do not currently have a firm minimum account size. Instead, I have a minimum annual total fee that may be assessed on client households beneath a certain size.
I believe in the value of a sound financial plan before investing. A good plan will identify and prioritize what is most important to each client, and help to create a customized portfolio that seeks to find investments that help fund that plan. Some of the portfolios for clients can include Socially/Biblically responsible investing products as a client desires.
When I launched Fident, I envisioned being able to serve 80-85 households extremely well, and will cap my clients at that point. At this point I am onboarding approximately 10 more clients (as of August 2018) before closing to new ones.