Jeremy Walter (CFP®)

Jeremy Walter focuses in the
following client markets or areas of practice:

  • AUM
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Millennials
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

I don't like 40 page financial plans.  Every client of Fident has a One Page Plan that summarizes hundreds of pages of data available through online planning software system.  We start with your own personal Why, begin unpacking your goals, continue to assess your financial assets, and finally compile a list of recommendatiosn to take.  All on one page, and usually done over the course of 3-4 in person meetings.  

While each client's plan differs slightly in it's exact scope, most address a client's values and goals, current cash-flow, insurance need and analysis of existing coverage, estate desires and current positioning, retirement and education goal analysis, charitable gifting desires and strategies, asset allocation of current portfolio and proposed tweaks to the positions.

 

Additional Information

I'm Jeremy - Founder of Fident Financial, LLC - a fee-only Pennsylvania Registered Investment Advisor.  My practice consists mainly of middle-to-high income earners who are looking to align their wealth with their values.  Most of Fident's clients are located in or around beautiful Lancaster County, PA - however, Fident works with clients in multiple states as well.  

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 if this is a client preference.  

I'm a Certified Kingdom Advisor and member of the XY Planning Network. I serve as a board member of Men of Iron, a 501c(3) organization empowering men to mentor each other.  

I live in West Lampeter with my wife and three children, and enjoy all sports pertaining to Pittsburgh.  I recharge from running Fident and loving my family by taking quarterly retreats into the woods for solitude.  

NAPFA Start Date

March 20, 2017

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This Office

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