FIDELIS iM stands by the reputation and integrity of our name, which can be interpreted as “Faithful I am”.

At FIDELIS iM, our mission is to:

Maintain our impeccable reputation for integrity

Utilize academically sound investment strategies

Build relationships that exceed your expectations

Maintain the highest standard of fiduciary responsibility

Generate sustainable, long-term value

Optimize your investments to give you peace of mind

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.

As your trusted financial advisor, we manage:

Corporate and Taxable Accounts

Individual Retirement Accounts (IRAs)

Qualified retirement plans (401k, 403b)

Foundations

Endowments

Keegan Denn, Certified Financial Planner and President of FIDELIS iM with his family

President, FIDELIS iM™

Keegan Denn, CFP^®

FIDELIS iM is about more than investments, it is about the relationship; the bonds we form with the families and organizations that we serve and the lasting impact on the quality of life in retirement. Your investment advisor helps guide some of the most important decisions in your life. We recognize the weight of such decisions and strive to provide extraordinary guidance in the present and for the future. Our humility allows us to see life through the lens of our clients.

Our thinking is rooted in academia and market tested, rather than driven by Wall Street whims and prescient thoughts about future unknowns. What we know is that a disciplined, diversified investment process provides you the best opportunity for meeting your goals.

Keegan Denn is a CERTIFIED FINANCIAL PLANNER® professional, President and co-founder of FIDELIS iM. He served in the United States Marine Corps, 1st Marine Division. Along with raising a family and mentoring youth throughout the Rogue Valley with their athletic endeavors, he has spent the last 20 years working with organizations, individuals, and families to define and attain the quality of life they aspire to.