Fiducient Advisors opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. The hallmarks of our firm are simple:

Help Clients Prosper
Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. 

Place Clients'​ Interests First
Our goal is to provide straightforward advice. We do not offer proprietary products or receive commissions. Nor do we charge money managers or vendors to be included in our database.  Our seasoned professionals hold advanced certifications and degrees, but we believe our ability to communicate with clients sets us apart. First we listen. Then we offer meaningful recommendations in a proactive, timely manner. 

Practical Intellectual Capital
We strive to improve returns, reduce risk or both. Equipped with proprietary modeling tools, we provide practical solutions for complex issues. 

Our unique and substantial commitment to clients is backed by an unconditional service guarantee. We would like to be your valuable resource and welcome the opportunity to prove ourselves.


Investment Management

Consulting

Fiducient Advisors

Sabrina Bailey

Neshie Tiwari

James Modelski

Carol Morelli

Amy Cowles

Robert Lowry

Michael Sloan

Matthew Marwitz

Kiaina Phillips

Daniel Bell

Maura Goulart

Jenna Friedman

Andrew Lendnal

Mike Benoit

Sophie Pohlmann

Antonia Kitchen

Melissa Peters

Michael Goss

The Client Services & Operations team at Fiducient Advisors is dedicated to delivering exceptional support and solutions tailored to client needs. This team ensures a seamless experience by managing client inquiries, coordinating services, and streamlining operations across the organization. They leverage in-depth market research and data analysis to provide rigorous insights, uphold fiduciary responsibilities, and enhance client relationships, ultimately striving to help clients achieve their financial goals.

Client Services & Operations

Performance Analysis

Consulting Analysts

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Client Services & Operations

About

Team members

Other teams at Fiducient Advisors

Performance Analysis

Consulting Analysts

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Client Services & Operations

About

Team members

Other teams at Fiducient Advisors

Performance Analysis

Consulting Analysts

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