Team

Fidelis Fiduciary Management provides professional, credentialed and customized fiduciary services for your retirement plan clients. 

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.

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

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W. Michael Montgomery

AIF®, CLU, CFS, TGPC, C(k)P, Chief Executive Officer

813-868-1927

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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