Fiduciam Financial - North Carolina

06/09/2026

If you’d like to discuss how the evolving monetary policy environment could impact your portfolio, let’s connect.

Explore how a new Federal Reserve chair could shift U.S. monetary policy and impact markets.

06/08/2026

Join us for a Washington Update – Politics & Policy webinar on June 18 at 1 PM EDT.
Hear Scott Orr (Fidelity Investments) share nonpartisan insights on Congress, market impacts, and what to watch ahead of the midterm elections.

RSVP required:
📞 203.755.2222
📧 [email protected]

https://bit.ly/4urtHey

06/04/2026

If higher inflation has you concerned about your financial position, let’s connect. Wecan help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

06/02/2026

Life insurance solutions can do more than provide income to loved ones. Learn how you can use life insurance to help you achieve some potentially unexpected financial goals.

Use life insurance to help support you throughout your lifetime and beyond.

06/01/2026

Join us for a Washington Update – Politics & Policy webinar on June 18 at 1 PM EDT.
Hear Scott Orr (Fidelity Investments) share nonpartisan insights on Congress, market impacts, and what to watch ahead of the midterm elections.

RSVP required:
📞 203.755.2222
📧 [email protected]

https://bit.ly/4fTTGYk

05/25/2026

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

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

05/09/2026

Happening now! Stop by our office Saturday morning, May 9th to drop off for secure shredding and stay for some coffee and donuts! To help decide what to shred, and what to keep email or call us for our Financial Documents Timeline. [email protected] 336-574-3160

05/07/2026

Happy birthday to Private Wealth Advisor, Bob Edmonds!

Your years of dedication and unwavering focus on clients continue to make a meaningful impact. The care, integrity, and expertise you bring each day set a strong example for our entire team.

Wishing you a wonderful year ahead filled with continued success and fulfillment.