David Hemmerly is the founder of Fidelis Wealth Management and serves as the lead wealth advisor, and investment manager. His focus is the overall wealth planning process for our clients. Along with comprehensive wealth planning, he provides strategic asset allocation guidance, utilizing modern portfolio theory and long-term fundamental market analysis, to manage client investment portfolio strategies. 

Fidelis Wealth Management also provides an array of life, long term care, and disability insurance solutions for our clients from tier-one life insurance companies. By understanding each client’s needs within their complete plan, we are able to provide the appropriate risk management solution to support their goals today and into the future.

David also oversees our relationships with external service providers:

Estate planning providers help families and businesses consider a broad range of legal issues relating to the protection and transfer of wealth from one generation to the next. A comprehensive estate plan prepared by qualified legal professionals can offer options for, and control over, a clients’ financial affairs.

CPA providers are broadly diversified in their experience and specialties. CPA providers support needs ranging from personal and business tax filing, to performing due diligence in buying or selling a company.

Our Broker/Dealer Partner is LPL Financial, the largest independent broker/dealer in the U.S. today*. The LPL team understands the vital role a financial advisor can play in managing your total financial life. That’s why they provide financial advisors with the tools they need to help you meet your goals. When your advisory team is supported by the vast resources of LPL Financial, you can be confident that your advisor will have access to independent research, state-of-the art technology, innovative investment tools, and exceptional support staff allowing your advisor to devote full attention to your needs and objectives.

*As reported in Financial Planning magazine 1996-2018, based on total revenues. Outside service providers are not affiliated with, nor endorsed by LPL Financial.

About Our Founder
And the Fidelis name

About LPL Financial
A pioneering vision