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.  

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Advisors at this Office

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This Office

1 Thunder Ln Lancaster, PA 17602-4679 Phone: (717) 475-1408

Primary Office

1 Thunder Ln Lancaster, PA 17602-4679 Phone: (717) 475-1408