Fiduciam Financial

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.8 / 5 rating based on 68 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 receive recognition

We’re excited to announce that Financial Times named Mark R. Jones one of their 400 Top Financial Advisers for 2020, a list that spotlights top advisors across the U.S. We’re proud to work alongside Mark to help our clients achieve their financial goals. All of us at Fiduciam Financial would like to thank our clients for their trust, which made this recognition possible.

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

6 videos
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After a volatile first half, what’s next?
After a volatile first half, what’s next?

Stocks swung from a bear market in Q1 to near record highs in Q2. In the 2020 Third Quarter Outlook from Ameriprise, David Joy, Chief Market Strategist, provides insights on the near-term market environment and key actions for investors to consider. (3:02)

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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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The path to a financial comeback
The path to a financial comeback

Based on findings in the Financial Comebacks study from Ameriprise, hear expert insights on the most common setbacks and strategies to recover. (15:36)

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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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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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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)