✺ Frequently Asked Questions ✺

At Fidelis Financial, I provide purpose driven investing and financial planning to support your goals and respect your deeply held convictions. I provide detailed financial planning and morally responsible investment management, helping families and business owners steward their resources with clarity and purpose.

Unlike many advisors, I don't recommend investments that contradict Biblical Christian principles. I also operate independently, as a fiduciary, and take on a limited number of clients to ensure each person or family receives personalized, high-quality service. Whether you’re planning for retirement, growing a business, or simply wanting to invest with integrity, I’m here to walk with you every step of the way.

Our first meeting is a casual, no-obligation conversation designed to understand your financial goals, concerns, and questions. We’ll discuss:

• Your current financial situation and key priorities

• What’s important to you when it comes to money and investing

• How I approach financial planning and investment management

• Whether we’re a good fit to work together

This meeting typically lasts one hour, and you’ll leave with a clearer understanding of your next steps. Feel free to book a time that works for you. Schedule a Meeting.

For your convenience, we can meet in the comfort of your own home, at your office, in a private conference room, or through a video call.

Yes, many of my clients came from a previous advisor, and it's easy to switch.

Ask them and find out.

Unfortunately, many advisors aren’t educated on ethical investing, even advisors who work for Christian aligned companies. They will often give answers like, “that doesn’t matter,” or “sure I am” without showing you what specific companies they invest in.

If you’d like to find out, I can show you a “moral audit” of your investments to ensure you’re investing in the types of companies you want to support.

I believe you should be informed about what your investments are supporting. The vast majority of my clients invest in morally responsible investment models. However, if after seeing the moral exposure of your portfolio, you would still rather invest in secular models, I will honor your decision. With the partnership of Inspire Advisors, my morally responsible investment approach is designed to perform similarly to comparable non-screened strategies with similar risk levels. Reach out and I’ll show you the data so you can see for yourself.

Yes, I am required by law to make recommendations that are in your best interest.