FIDELIS iM Information

FIDELIS iM is a financial advisor in Medford, Oregon. We offer a refreshing financial experience designed to help you make prudent choices, take effective actions, and attain your goals. As an independent, fee-only financial advisor and investment management firm, we offer tailored financial planning to meet your needs. We are devoted to building a relationship with you that exceeds your expectations, delivers solid investment solutions for generations, and challenges the status quo of yesterday’s investment management | retirement planning approach. We specialize in the management of assets for a select group of individuals, entities, and company retirement plans. We can manage your Individual Retirement Account (IRA), Qualified Retirement Plan (401k, 403b), foundation, endowment, corporate account, or taxable account; we can serve as your trusted financial advisor. With our main office in Medford, Oregon, we currently serve clients in the greater Southern Oregon area, Central Oregon, and Northern California, including: Medford, Ashland, Grants Pass, Central Point, Klamath Falls, Bend, Yreka, and Montague. Please take a moment to visit our website and learn more about why FIDELIS iM is a prudent choice to serve as your financial advisor.