Invest with Confidence

Since 1997, we have helped create strategic financial plans to meet our clients' short and long-term goals. 

We use the industry's advanced financial planning tools and software, combined with 30 years of expertise, to create a unique financial roadmap for each client. 

At Fendz, our primary objective is to construct our client's finances in away that aligns with their unique lifestyle. 

By working closely with our clients, we can help them determine and understand their risk-tolerance so they can invest with confidence.

As a boutique Registered Investment Advisory, we seek deeper relationships with our clients.

As your independently licensed fiduciaries, you can count on us for personal and impartial counsel.