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Keegan Denn, Certified Financial Planner professional, President and Co-founder of FIDELIS iM financial management company in Medford, Oregon
Sound investment management.
Invaluable peace of mind.

Financial performance you can count on.

Our Approach
Keegan Denn, Certified Financial Planner professional, President and Co-founder of FIDELIS iM financial management company in Medford, Oregon
Sound investment management.
Invaluable peace of mind.

Financial performance you can count on.

Our Approach
FIDELIS iM - Investment Management and Retirement Planning in Medford, Oregon

Your Trusted Fiduciary Advisor – Built on Trust. Bound by Duty.

As a Registered Investment Advisor (RIA), FIDELIS iM acts as a dedicated fiduciary to every client we serve. Since our inception, we have operated with absolute transparency to protect and advance your best interests.

Did you know? Typical brokers and insurance agents are usually held to a much less stringent “suitability standard.” We believe you deserve better.

Learn More About Our Fiduciary Responsibility

Uncompromising Expertise

At FIDELIS iM, firm President Keegan Denn is a CERTIFIED FINANCIAL PLANNER® professional. When you partner with a CFP® professional, you are choosing an advisor who has made a rigorous ethical commitment to put your financial well-being ahead of all else.

REGISTERED INVESTMENT ADVISOR

REGISTERED INVESTMENT ADVISOR (RIA)

6 reasons your investments are in the best hands with FIDELIS iM™

GROWTH

We seek to deliver solid, long-term results for individuals, entities, and company retirement plans. Our goal is to grow your assets.

ENGAGEMENT

We empower individuals to make informed investment decisions, creating greater satisfaction and financial security.

RELATIONSHIPS

We build relationships that exceed your expectations. We collaborate to customize and optimize your dynamic plan.

SIMPLICITY

FIDELIS iM simplifies and organizes your accounts while providing you 24/7 access on your personalized, secure website.

TRUST

We utilize an independent custodian to add unrivaled protection for your assets. Our President is a CERTIFIED FINANCIAL PLANNER® practitioner, the gold standard in the financial planning industry.

TRANSPARENCY

We operate in a fee-only, full disclosure environment. Many other advisors are compensated by commission, which we believe creates an inherent conflict of interest. A fee-only fiduciary advisor serves your best interest.
FAITHFUL. LOYAL. TRUE.

RETIREMENT PLAN CASE STUDY

Success by the numbers

We empowered the plan participants to save more and grow their retirement accounts. Fees were reduced by over 44%, saving over $11,000 per year for plan participants. Employee satisfaction has grown as we provide much greater engagement and the highest level of fiduciary oversight, a level that brokers, banks, and insurance companies do not provide.

Read the full case study
RETIREMENT PLANNING

Deep Northwest Roots. A National Footprint.

Based in Medford, Oregon, our firm is built on a foundation of local trust and uncompromising fiduciary responsibility. While we proudly serve the entire Pacific Northwest corridor from Washington to California, our impact doesn’t stop at the state line. We have expanded our reach across the United States, managing vital client relationships from Montana and Nebraska to Tennessee, Arkansas, and Florida. We bring the grounded values of Southern Oregon to clients nationwide.

Learn about our approach

Investment Questions?

Ask here, and we’ll respond within 24 hours.

541-770-1311

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