THE FIDO TEAM
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Daniel E. Milks, CFP®
MANAGING PARTNER & OPERATIONS OFFICER
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Graham R. Morris
MANAGING PARTNER & COMPLIANCE OFFICER
ABOUT FIDUCIARY ORGANIZATION.
Fiduciary Organization (FIDO) was created based on the idea that there currently aren’t enough true fiduciaries in practice today. Before FIDO existed, the team had talked about putting together a home for independent advisors that had one main goal; to make being an independent advisor easier. FIDO makes this possible by helping advisors become true fiduciaries for their clients, and providing back-end support to help them run their businesses. Currently there is no other business that helps advisors in both of these ways, thus FIDO created.
Who We Serve.
FIDO serves any financial advisor that want’s to have independence from a wirehouse or brokerage firm. Whether you are a solo advisor that is looking simplify your business model, or a firm that needs help with back-end office support, FIDO is here to serve:
CLIENTS LOOKING FOR AN ADIVSOR THEY CAN TRUST
SOLO INDEPENDENT ADVISORS
INDEPENDENT ADVISORY FIRMS
BREAKAWAY ADVISORS
INSURANCE & MUTUAL FUND BROKERS