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Fidelis Wealth Advisors

Fidelis Wealth Advisors


Financial Planning Consultants

About Us

Fidelis Wealth Advisors is an independent firm - we aren’t required to offer or sell internal products to our clients. That means there are no quotas to meet. No behind the scenes agendas to follow. And no pushing of products you don’t want or need.

Our goal is to build a lifelong relationship with you as your most trusted advisor and advocate. We want to know what’s right and true for you. In a world with so many competing agendas, we provide context and perspective to information. This helps you make informed choices on financial solutions that provide true peace of mind.


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Samuel Tenney
Lorie Jones
Dawn Roth

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