Fiduciam Financial

A private wealth advisory practice of Ameriprise Financial Services, Inc.
Client Satisfaction 4.8 / 5 rating based on 72 reviews 96.00

  • 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.
    Learn more

  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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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:

Fiduciam Financial is a talented team of ladies and gentlemen helping our clients plan to achieve their goals by inspiring more confidence and looking to simplify their life and reducing stress.

We embrace family values, and as such, we are committed to putting our clients' interests first. Through a collaborative advice relationship, we strive for excellence in identifying and crafting wealth management strategies that align with our clients' specific goals, needs and values.

Our dedicated team works with integrity to offer clients a listening ear, a steady voice, and a guiding hand. Through our personalized advice relationship, we can provide our clients a clear view of their financial picture, a roadmap to pursuing their goals, and guidance to see their plan through.

Honored to receive recognition

We are honored to share that Mark Jones has been named to the Financial Times 400 Top Financial Advisers list, 2019, awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. Mark's No. 1 priority is delivering personalized financial advice to help his clients achieve their goals. We’d like to thank our clients for their trust and the continued opportunity to work with you.

Rankings for the Financial Times 400 Top Financial Advisers list are based in large part on data gathered from and verified by Ameriprise Financial, and as identified by Financial Times, reflecting each advisor’s performance in six primary areas: assets under management, asset growth, compliance record, experience, credentials and accessibility. Ameriprise financial advisors were nominated by Ameriprise Financial. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Neither Ameriprise Financial nor its advisors pay a fee to Financial Times in exchange for the ranking.

Our videos

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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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Personalized advice for your unique goals
Personalized advice for your unique goals

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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The 7 do’s and don’ts during volatility
The 7 do’s and don’ts during volatility

Marcy Keckler Vice President, Financial Advice, provides insight on key actions investors should take or avoid during market swings. (1:26)

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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 (1:36)

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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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)