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    We put your interests first to give you peace of mind that lasts.

    You work hard to achieve your goals and you need your financial advisor to work just as hard to make them count for something. Fidelis Wealth Advisors have a vested interest in your long-term financial success. We take the time to understand what’s truly important to you and craft an individual, holistic financial plan to help you live confidently. And independently.

Samuel R. Tenney

Samuel R. Tenney CFP®, AIF®

John Van Sant

John Van Sant

Rilee Erickson

Rilee Erickson

Travis Wall

Travis Wall MBA, CPA

Karley Fidani

Karley Fidani CPFA®

Tina Jessick

Tina Jessick

Spencer Graves

Why clients choose us

Advisors who are truly invested
in your success

We're All In
We're All Ears
We're Agenda-aligned
We're Independent
We're Not Salesy
We're All About Altitude

We invest in you by being “all in” as financial advisors. It’s not just our job—it’s our passion.

We practice the lost art of listening. We listen to find out where you’re at in life and what’s critical to you over the coming years. By understanding your goals, we can help you realize them.

We have no ego about authorship of solutions. We want to help you discover and implement the right solution for you, your family or your organization.

We’re not tied to an investment bank, insurance company or mutual fund company—so we can offer unbiased advice.

We act in your best interest. Period. We have no proprietary products, which means we’re not trying to sell you something that benefits us more than you.

When you have a 30,000-foot view, you can see the big picture. And more importantly, you can frame it better.

You're not just investing your money.
You're investing your trust.

With Transparency, the Path to Financial Success Becomes Clear.

Unlike a lot of financial advisors, Fidelis Wealth Advisors is truly independent. We aren’t required to offer or sell internal products to our clients. That means there are no quotas to meet. No behind the scenes agendas to follow. And no pushing of products you don’t want or need.

Our goal is to build a lifelong relationship with you as your most trusted advisor and advocate. We want to know what’s right and true for you. In a world with so many competing agendas, we provide context and perspective to information. This helps you make informed choices on financial solutions that provide true peace of mind.

Working with clients, we’ve given advice. Withheld judgment. Offered easy solutions. And provided tough love. Through it all, we’ve helped hundreds of clients:

  • Save for retirement
  • Convert savings into income
  • Maximize social security benefits
  • Coordinate with tax advisors and attorneys
  • Transition assets from one generation to the next

Fidelis has partnered with Fidelity Investments and Charles Schwab to provide high-tech, low-fee custodial solutions. Our fees are competitive and fully disclosed, both upfront and ongoing.

Fidelity Investment
Charles Schwab

Our team includes advisors with the following designations: Certified Financial Planner (CFP), Master’s of Business Administration (MBA), and Accredited Investment Fiduciary (AIF).

Get a Free, No-Obligation Financial Consultation

Schedule Now

Building a Plan That Builds Your Wealth.

Investment management by Fidelis Wealth Advisors is a function of your overall financial plan. It’s important that we’re on the same page with what’s needed to achieve your overall goals. Then we determine your risk tolerance and see how it fits within the overall plan. After these steps are complete and reconciled, we’ll recommend an investment allocation that takes your tax situation into account and may include:

  • Cash
  • Bonds
  • Stocks
  • Real assets
  • Alternative investments

To determine the appropriate investment mix for each of our clients, our investment committee meets regularly. The mix may include exchange traded funds (ETFs), index mutual funds, actively managed mutual funds, separately managed accounts, or individual securities. In recommending the mix, Fidelis Wealth Advisors looks at factors such as fundamental analysis, asset-class and sector investment trend analysis, and economic, geopolitical, currency, international and domestic trends.

Factors determining the selection of individual holdings within an account may include:

  • Cash
  • Tax efficiency
  • Custodian availability
  • Trend
  • Mutual Fund or SMA Management

Solutions For Your Financial Problems

Schedule Now

Investing in Personal, Professional, and Technological Growth.

At Fidelis Wealth Advisors, we don’t believe there’s any status in adhering to the status quo. That’s why it’s important to invest in ourselves as well as our clients. We offer continuing education to employees so they can provide the best, most current advice to you. We stay up-to-date on secure, industry-leading technology solutions to make it easy to work with us and access the most relevant information available. And we’re committed to providing innovative advice for the unseen, unpredictable future.

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Fidelis Wealth Advisor

 

Five Star Wealth Manager 2025

*Five Star Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile such as Sam Tenney have paid a promotional fee. Click here for additional details and disclosures.

 

Get In Touch

20 N Wilcox Street, Suite 106 Castle Rock
Castle Rock CO 80104

Phone: (303) 800-4683
Email: loyalty@fidelis-wealth.com

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Fidelis Wealth Advisors, LLC is a registered investment advisor located in Colorado. Fidelis Wealth Advisors, LLC and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Fidelis Wealth Advisors, LLC maintains clients. Fidelis Wealth Advisors, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Fidelis Wealth Advisors, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Fidelis Wealth Advisors, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Fidelis Wealth Advisors, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Fidelis Wealth Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Fidelis Wealth Advisors, LLC, please contact the SEC, FINRA or the state securities regulators for those states in which Fidelis Wealth Advisors, LLC maintains a filing. A copy of Fidelis Wealth Advisors, LLC’s current written disclosure statement discussing Fidelis Wealth Advisors, LLC’s business operations, service, and fees is available from Fidelis Wealth Advisors, LLC upon written request. Fidelis Wealth Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Fidelis Wealth Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Fidelis Wealth Advisors, LLC) made reference to directly or indirectly by Fidelis Wealth Advisors, LLC in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Fidelis Wealth Advisors, LLC’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Fidelis Wealth Advisors, LLC’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Fidelis Wealth Advisors, LLC, or form any other investment professional. Fidelis Wealth Advisors, LLC is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Fidelis Wealth Advisors, LLC’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Fidelis Wealth Advisors, LLC, or from any other investment professional. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Fidelis Wealth Advisors, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Fidelis Wealth Advisors, LLC’s web-site and assume total responsibility and risk for your use of the sites you are linking to. Website Privacy: Fidelis Wealth Advisor is concerned about your right to privacy. When you visit our website, the following data is collected: The type of browser used Geographical region the connection is originating from Date and time of the connection Pages visited during the connection Date and time the connection was severed This information is used to determine traffic patterns on the site. Any personal correspondence to us that originates from this site via one of the email/subscribe links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. Additional privacy information can be found on our privacy statement. If you have questions or concerns about our policy, please contact us at 303-800-4683 or by email at loyalty@fidelis-wealth.com.

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