Jeremy Walter (CFP)

Jeremy Walter specializes in
the following areas of expertise:

  • Advising Entrepreneurs
  • Cash Flow/Budgets/Credit Issues
  • Helping Clients Identify & Achieve Goals
  • Middle Income Client Needs
  • Ongoing Investment Management
  • Socially Responsible Investments

Planning Specialties

While each client's plan differs slightly in it's exact scope, most address a client's values and goals, current cash-flow situation, 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

Jeremy is the Founder of Fident Financial, LLC - a Pennsylvania Registered Investment Advisor.  His practice consists mainly of middle-to-high income earners who are looking to align their wealth to 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.  

Jeremy believes in the value of a sound financial plan that is customized to identify and prioritize what is most important to each client, and after that 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 it to be.   

He is a Dave Ramsey SmartVestor Professional, a member of Kingdom Advisors, and the XY Planning Network.  

Jeremy lives in West Lampeter with his wife and three children and enjoys all things Steelers, as well as finding time to disconnect and spend time in the beautiful outdoors hiking, biking, and camping.  He also serves as a board member for Men of Iron and leads the Men's Ministry at Keystone Church. 

NAPFA Start Date

March 20, 2017

Industry Start Date

January 01, 2007

This Office

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