Fidant Wealth Partners
Why pick this one
Fidant Wealth Partners has been recognized as a Forbes Best-in-State Wealth Management Team for 2024, 2025, and 2026.
Best for
- individuals seeking comprehensive financial planning
- small business owners needing financial advisory
Look elsewhere if
- looking for budget-friendly services
- seeking purely transactional financial services without ongoing advice
Specialties
- Retirement Planning Strategies
- Women's Financial Strategies
- Financial Planning for Small Business
- Estate Planning Strategies
- Tax Planning Strategies
Certifications
- Ameriprise Financial Services, LLC
What makes them different
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026
- Ameriprise Client Experience Award, 2021, 2023, 2024, 2025
- Doug Kisker recognized in Barron's Top 1,500 Financial Advisors, 2026
- Team offers personalized investment solutions
- Response time
- initial consultation provides an overview of financial planning concepts
- Serves
- Crestview Hills, Cincinnati, Chardon, Severna Park, Rock Hill, Franklin
Distilled from this business's own website.
Contact & Location
- Address
- 331 E Main St Ste 200, Rock Hill, SC 29730
- Phone
- 8032036063
- Website
- https://www.ameripriseadvisors.com/team/fidant-...
- fidantwealthpartners@ampf.com
Services
- Financial Advisory
- Investment Management
- Insurance Services