Brian Fedje

I have come to realize in my time in this business that it takes three critical ingredients for people to effectively manage their own financial affairs: time, knowledge and desire. If you, like most of my clients, are lacking even one of these key ingredients, you have come to the right place.

Using our established, five-step process, I partner with clients who desire professional guidance with a customized strategy designed to help achieve your unique goals in a tax-efficient manner. Once your strategy is in place, I partner with you and your other trusted professionals such as your CPA and attorney,...