Founded in 2009, Fidelis Advisors, LLC is an independent, fee-only wealth management firm based in Sarasota, Florida. The company operates as a fiduciary, legally and ethically bound to act in their clients' best interests. They specialize in providing personalized financial planning and discretionary investment management services to individuals, families, and trusts, focusing on creating long-term strategies to help clients achieve their financial goals.

Founded in

Australia