THE FIDO TEAM

  • Fiduciary financial advisor discussing wealth management strategies

    Daniel E. Milks, CFP®

    MANAGING PARTNER & OPERATIONS OFFICER

  • Professional fee-only advisor offering investment guidance

    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