Fidelis Wealth Advisors

08/24/2026

Are you wondering if you're paying too much for your company's 401(k) plan? Ask yourself these critical questions.

Avoid costly IRS and DOL fines from compliance hiccups

08/20/2026

FREE money?! Where do I sign up?

See the great insights below from Fidelis' own Karley Fidani Finance!

08/18/2026

Do you know the potential financial risks and missed opportunities inside your company's 401(k) plan?

TIME-SENSITIVE: 3 costly threats to avoid (FREE GUIDE)

08/14/2026

WE AGREE!

We don’t want our kids to start from zero – and that doesn’t only mean financially.

When we teach them sound principles, good habits, financial wisdom and the value of hard work, we’re giving them a foundation to build on.

Because the greatest legacy isn’t always what we leave to our kids. It’s what we teach them to carry forward.

The real win is making sure your children inherit opportunities instead of financial burdens.

You don't need to become a billionaire to change your family's story.

You need to make smarter decisions than the generation before you.

Buy assets.

Build skills.

Create income streams.

Teach your children how money works.

Every good decision compounds beyond your lifetime.

Your goal isn't to die with the biggest bank account.

It's to leave behind a foundation strong enough that the next generation can build higher instead of starting over.

08/13/2026

Fidelis’ Sam Tenney and Karley Fidani are learning from one of the best in the industry – financial planning expert and Chief Financial Planning Nerd Michael Kitces of Kitces Research – at the FPA of Colorado's 10th Annual Forum.

Because staying ahead means bringing the latest insights, ideas and strategies back to those who matter most: our clients.

08/11/2026

Are you paying too much in fees for your company's 401(k)?

Discover 3 costly threats & 2 hidden opportunities

08/06/2026

🎒 Back to School… Back to Saving! 📚

August isn’t just about new notebooks and fresh starts…it’s also the ideal time to talk about 529 Plans and how they can set you or your loved ones up for future education costs.

529 Plans aren’t just for funding college tuition…think laptops, trade schools, study abroad, and even future Roth IRA rollovers (limitations apply). 💡

Why consider a 529 Plan?

Learn more in our blog: https://www.fidelis-wealth.com/blog/why-529-plans-deserve-another-look



Investing involves risk including the potential loss of principal. Past performance is not indicative of future results. This post is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any securities. Opinions expressed herein are those of the advisor and are subject to change without notice.

For many, August means back-to-school basics like fresh notebooks, first-day outfits, and packed lunches… but it’s also an ideal time to talk about something equally important: saving for education. Whether you’re a parent, future parent, or someone who just wants to learn more, now’s the ti...

08/04/2026

What could happen to markets in the second half of the year?

Here's why we're not getting carried away

07/30/2026

While Sam Tenney was away, the Fidelis team kept things running smoothly! 🌍

Over the past few weeks, Sam trusted the Fidelis team to keep everything on track while he and his wife, Jamie, enjoyed a once-in-a-lifetime European adventure through Germany, Austria, Switzerland, and Italy.

We're happy to report that the office is still standing, our clients are well cared for, and Sam has returned with a nice tan and plenty of great memories.

Welcome back, Sam!

07/30/2026

While Sam was away, the Fidelis team kept things running smoothly! 🌍

Over the past few weeks, Sam trusted the Fidelis team to keep everything on track while he and his wife, Jamie, enjoyed a once-in-a-lifetime European adventure through Germany, Austria, Switzerland, and Italy.

We're happy to report that the office is still standing, our clients are well cared for, and Sam has returned with a nice tan and plenty of great memories.

Welcome back, Sam!