Fiduciam Financial

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 108 reviews

  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Fiduciam Financial, a team of ladies and gentlemen, works with clients daily to help inspire a more confident retirement, plan to simplify their lives and reduce stress.

Our Credo:

At Fiduciam Financial, the genuine care and financial well-being of our clients is our driving force and highest mission.

We collaborate with our clients to foster a clear view of their financial picture and a roadmap to pursuing their goals and dreams.

Our team pledges to work with integrity to offer our clients a listening ear, a steady voice, and a guiding hand.

Honored to be recognized in Forbes

We’ve got some exciting news to share: Managing Partners David R. Bouffard and Mark R. Jones have been named to the Forbes Best-in-State Wealth Advisors list for 2021. All of us at Fiduciam Financial couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

Our videos

6 videos
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Navigating fixed income markets: 4 themes for 2021
Navigating fixed income markets: 4 themes for 2021

Head of Fixed Income Brian Erickson discusses four themes that will shape fixed income investing in 2021, including modest return potential, inflation navigation, leadership of cyclical corporate sectors and a lag in municipal fundamentals. (3:03)

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Videocast: Timely perspective for your financial goals and portfolio
Videocast: Timely perspective for your financial goals and portfolio

Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits. (15:18)

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The secure site on ameriprise.com
The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

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Be confident, connected and in control of your financial life
Be confident, connected and in control of your financial life

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

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Will your retirement income last?
Will your retirement income last?

Learn more about a program that can help you make important decisions about your retirement income. (2:23)

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Financial steps to take at any age
Financial steps to take at any age

Ameriprise Financial’s recent Ages, Stages & Money study explores how people’s financial journey is shaped by age and life stage. In this video, Marcy Keckler shares tips to help individuals feel more (1:38)

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.
Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)