Fiduciam Financial: An Ameriprise private wealth advisory practice serving the Middlebury, CT area.
Client Satisfaction 4.9 / 5 rating based on 115 reviews

  • Your financial priorities

    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 over 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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

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Honored to be recognized in Forbes

Join us in celebrating! Fiduciam Financial has been named to the 2023 Forbes Best-in-State Wealth Management Teams list. All of us proudly share the same commitment to building genuine relationships with our clients and to providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.