Fiduciam Financial Team Profile | Ameriprise Financial

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Investment Management
Retirement Planning Strategies
Family Finances
Tax Planning Strategies
Retirement Income Strategies
Investments
Executive Compensation and Benefit Strategies
Employee Stock Options
Insurance
Charitable Giving
Retirement Plan Distribution
Wealth Preservation Strategies
Small Business
Estate Planning Strategies

Fiduciam Financial, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
David Bouffard, Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024
Mehdi Azizi, Forbes Best-in-State Next-Generation Wealth Advisors, 2024, 2025
Fiduciam Financial, Ameriprise Client Experience Award, 2021, 2023, 2024
Leigh King, Five Star Wealth Manager, 2025
Mehdi Azizi, Five Star Wealth Manager, 2025
Allison Becker, Five Star Wealth Manager, 2025
Mark Jones, Ameriprise Circle of Success Chairman’s Advisory Council, 2017-2023
Mark Jones, AdvisorHub Advisors to Watch (over $1Bil), 2024, 2025
Fiduciam Financial, Investment News Best Places to Work for Financial Advisors, 2022, 2023
Mark Jones, AdvisorHub Advisors to Watch (under $1Bil), 2023
Fiduciam Financial, Best Places to Work by Hartford Business Journal, 2022, 2023