About Fidelis Advisory Services
We integrate tax intelligence, lending access, and financial strategy to help clients reduce liabilities, access capital, and grow wealth.
Our Mission
At Fidelis Advisory Services, we believe that financial success requires more than just tax preparation or access to capital—it requires an integrated approach that addresses your complete financial picture.
Too many individuals and business owners work with disconnected advisors who only see part of the puzzle. Your tax preparer doesn't talk to your lender. Your lender doesn't understand your tax strategy. And nobody is looking at the big picture to ensure all the pieces work together.
That's where we're different. We've built our practice around the principle that tax strategy and capital access should work hand-in-hand.
When you optimize your taxes, you improve your borrowing capacity. When you structure financing correctly, you create tax advantages. And when both work together, you unlock opportunities that would otherwise remain hidden.
Whether you're dealing with immediate challenges like IRS issues or looking to fund your next growth phase, we provide the clarity, strategy, and support you need to move forward with confidence.
Our Core Values
The principles that guide everything we do for our clients.
Integrity
We provide honest, transparent advice—even when it's not what you want to hear. Your trust is our most valuable asset.
Clarity
Financial jargon creates confusion. We explain complex concepts in plain language so you can make informed decisions.
Strategy
We don't just react to problems—we build proactive strategies that position you for long-term success and growth.
How Fidelis Was Born
Fidelis Advisory Services was founded on a simple observation: most financial professionals operate in silos. Tax advisors focus solely on compliance and deductions. Lenders focus on credit scores and collateral. And clients are left trying to coordinate between multiple advisors who don't communicate with each other.
Our founder experienced this firsthand while helping a close friend navigate a business expansion. Despite having a solid business and good credit, traditional lenders kept turning him down. Meanwhile, his tax preparer was focused only on last year's return—not on positioning him for future financing.
By taking an integrated approach—restructuring his entity, implementing strategic tax planning, and connecting him with the right lending partners—we helped him secure the capital he needed while simultaneously reducing his tax burden by over $30,000.
That experience became the blueprint for Fidelis Advisory Services. We realized that when tax strategy and capital access work together, clients achieve results that neither service could deliver alone.
Today, we serve individuals and business owners across the country, providing the integrated financial guidance they need to fix immediate issues, optimize their current situation, fund their growth, and build lasting wealth.
Meet Your Advisory Team
Our team combines decades of experience in tax strategy, lending, and financial advisory. We include licensed tax attorneys, corporate attorneys, CPAs, and financial strategists who are passionate about helping clients achieve their goals.
But more importantly, we're real people who understand that behind every tax return and loan application is a person or family working hard to build a better future.
Our Promise to You
Whether you need to fix, optimize, or fund your next move — Fidelis Advisory Services is your trusted financial partner.
We'll provide honest guidance, clear strategies, and integrated solutions that address your complete financial picture—not just isolated pieces of the puzzle.