Fidant Wealth Partners

Fidant Wealth Partners A private wealth advisory practice of Ameriprise Financial Services, LLC Regular meetings to review your goals, progress and investments.

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. When you work with us, you receive:

1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified p

ortfolio, and solutions to help protect you from uncertainty. Anytime access to your investments and digital tools to help you stay on track. Feel confident about your financial future. Areas of Focus:
Retirement Planning Strategies
Women's Financial Strategies
Small Business
Estate Planning Strategies

CA Insurance

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

Are you getting the most out of your 401(k)? Here are seven considerations to help you maximize your employer sponsored ...
06/03/2026

Are you getting the most out of your 401(k)? Here are seven considerations to help you maximize your employer sponsored plan.

Get more value out of your 401(k) by following these 8 steps.

Growth isn’t accidental — it’s built through partnership, alignment, and the right support.Advisors with meaningful book...
06/02/2026

Growth isn’t accidental — it’s built through partnership, alignment, and the right support.

Advisors with meaningful books of business don’t just need a firm… they need a platform that multiplies their potential. At Fidant Wealth Partners, you gain more than resources — you gain a team committed to elevating every part of your practice.
With Fidant’s collaborative culture, Ameriprise-backed technology, strategic marketing, and dedicated operational support, you aren’t growing alone — you’re growing with purpose, clarity, and momentum.

If you’re ready to expand beyond your current capacity and surround yourself with a team that amplifies your strengths, we’d love to show you what’s possible.

Let’s talk about how Fidant helps high-performing advisors scale with confidence.
https://bit.ly/4ucy39h

The job market is challenging for many Americans, right now. If you’d like to discuss financial strategies to prepare fo...
06/01/2026

The job market is challenging for many Americans, right now. If you’d like to discuss financial strategies to prepare for periods of uncertainty, let’s connect.

Discover why hiring stalled in 2025 and get our forecast on what a labor market recovery could look like in 2026.

You’ve decided to start saving for your child’s college education. But where should you put those savings? We can help y...
05/29/2026

You’ve decided to start saving for your child’s college education. But where should you put those savings? We can help you evaluate the options with tax-savings in mind.

https://bit.ly/4ff1mnZ

How much should you save for your child’s education? Get an estimate so you can plan accordingly.  https://bit.ly/43dg5I...
05/28/2026

How much should you save for your child’s education? Get an estimate so you can plan accordingly. https://bit.ly/43dg5Ij

Before the first tuition bill hits, let’s evaluate your payment options. https://bit.ly/49HWuUT
05/26/2026

Before the first tuition bill hits, let’s evaluate your payment options.

https://bit.ly/49HWuUT

Key steps to consider ahead of your first tuition payment.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Retirement shouldn’t be stressful—especially for youAdvisors spend their careers helping others retire confidently…but o...
05/22/2026

Retirement shouldn’t be stressful—especially for you

Advisors spend their careers helping others retire confidently…but often overlook their own succession readiness.
Fidant offers a clear, personalized path for advisors nearing retirement, ensuring your clients remain in good hands and your practice value is optimized.

You’ve earned a strong finish.
https://bit.ly/49gXmzu

Wealth is a personal and complex concept that goes beyond just financial returns, it's about values and what truly matte...
05/21/2026

Wealth is a personal and complex concept that goes beyond just financial returns, it's about values and what truly matters to you, what does wealth mean to you? It's time to redefine what wealth means in your life.

https://bit.ly/43n5pqY

05/20/2026

Are you taking advantage of your 401(k) plan? Consider increasing your contributions, even small amounts can add up over time and make a big impact on your retirement savings. Automating your contributions can also help you reach your goals, and with bonus timing, you can make the most of your money.

https://bit.ly/4uGzmP3

Address

Crestview Hills, KY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18593411841

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