Fidelis Im

About Fidelis Im

<p>Fee-only and focused on medical practices, Fidelis Im works with employers in the Medford area of Southern Oregon on retirement plan decisions and day-to-day oversight.</p> <p>The firm is a registered investment advisor that provides investment management and financial planning. For workplace plans, it supports both 401(k) and 403(b) arrangements and can take on fiduciary roles as a 3(21) co-fiduciary advisor or as a 3(38) investment manager. In those roles, the team helps sponsors select and monitor investments and document the process.</p> <p>Fidelis Im also works on plan design choices intended to control costs and support employee retention, which is a common need for physician groups and other closely held businesses. The firm reports $0.3B in AUM (2026).</p> <p>What sets Fidelis Im apart is its mix of a fee-only model and hands-on retirement plan fiduciary services tailored to medical and professional practices.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for employers and business owners</li> <li>3(21) fiduciary guidance for plan sponsors</li> <li>3(38) discretionary investment management</li> <li>Support for 401(k) and 403(b) retirement plans</li> <li>Plan design reviews for cost control and retention</li> </ul>

Website: https://fidelisim.com/retirement-planning/