Fident Financial
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
1 Thunder Ln, Lancaster, Pennsylvania, 1...Phone Number
(717) 208-2235Website
www.fidentfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Fident Financial
Fident Financial is a fee-only Registered Investment Advisor based in Lancaster, Pennsylvania, dedicated to providing clarity and confidence in financial planning and wealth management for middle to high income earners. The firm focuses on aligning clients' financial strategies with their personal values, helping them clarify their values, identify financial strengths and weaknesses, and create customized investment portfolios. Founded by Jeremy Walter, a Certified Financial Planner, Fident operates under a fiduciary standard, ensuring the best interests of clients are prioritized. Currently, Fident Financial is not accepting new clients as it seeks to implement a personal and firm-wide definition of 'Enough.'Explore more
Fident Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Fident Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Fident Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fident Financial.
Fident Financial Tech Stack
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Fident Financial is a fee-only Registered Investment Advisor based in Lancaster, Pennsylvania, dedicated to providing clarity and confidence in financial planning and wealth management for middle to high income earners. The firm focuses on aligning clients' financial strategies with their personal values, helping them clarify their values, identify... Read More
