Broker Check

Who We Are

Fidelis Fiduciary Management provides fiduciary services to retirement plans so they don't have to go it alone. We partner with you and your plan's advisor to help manage the responsibility for investment oversight, delegate your workload, and simplify your life.

All of our fiduciary consultants hold the Accredited Investment Fiduciary ® (AIF ®) designation, demonstrating their advanced knowledge of fiduciary standards and practices. Our firm also holds the coveted CEFEX ® certification of the Center for Fiduciary Excellence, including ERISA 3(38) investment management. We are one of the few firms nationwide to achieve this independent certification for ERISA 3(38) services.

 

W. Michael Montgomery, AIF ®, CLU, CFS, TGPC, C(k)P

Chief Executive Officer

866.338.0097

Mike Montgomery has spent more than three decades in the retirement plan business, including successful stints with leading retirement plan providers.

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David M. Montgomery, AIF ®, CRPS ®

President

866.338.0097

David Montgomery joined Fidelis Fiduciary Management at its inception and is responsible for marketing, consulting and strategic planning.

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