The same relationship. Even greater possibilities.

We are now backed by the expanded resources, expertise, and support of Fidmont Financial Group.

While you'll notice a new name and a few updates along the way, the relationship you've built with us, the personalized guidance you've come to expect, your accounts at LPL and our commitment to helping you move forward with confidence remain exactly the same.

The decision to join Fidmont wasn't about changing who we are or how we serve you—it was about strengthening the experience we can provide.

What drew us to Fidmont was more than additional resources. It was a shared philosophy. We both believe meaningful financial planning begins with listening first, building relationships that last, and helping clients make confident decisions through every stage of life.

Fidmont’s Values
Financial advisor meeting with client in sunlit office showing trust-based financial planning conversations

Growing our capabilities. Preserving our commitment.

01.

What’s the same

The foundation of your relationship isn’t changing.

  • You’ll continue working with the same advisor.
  • Your accounts will remain with LPL Financial.
  • Your financial goals and long-term strategy remain in place.
  • You’ll continue receiving the personalized service you’ve always expected.
  • Your commitment to thoughtful, relationship-driven financial planning remains our priority.
02.

What’s new

Depending on your needs, you’ll have access to:

  • Integrated tax planning and preparation
  • Complimentary Medicare consulting
  • Additional financial planning specialists
  • Expanded operational and client service support
  • Long-term continuity through a collaborative wealth team
Cypress tree overlooking the Pacific Ocean symbolizing long-term perspective and coastal resilience

A team built around people—not products.

When experienced advisors collaborate with experienced tax professionals and planning specialists, clients benefit from a more connected and comprehensive approach.

Fidmont’s Scope of Support

Three branches of service – rooted into one grounded, unified firm.

Visual icon representing financial planning as the root of Fidmont Wealth’s comprehensive service model

Financial Planning

At Fidmont, financial planning isn’t just about charts and projections—it’s about people. We partner with you to create a plan that reflects your life, your goals, and your values. Whether you’re preparing for retirement, navigating a major transition, or simply seeking clarity, we offer steady, personalized guidance that seeks to grow with you.

Visual icon symbolizing Aligned Tax Planning as a core branch of Fidmont Wealth’s unified financial approach

Aligned Tax Planning

Tax season shouldn’t feel like a stress test. We partner with your tax advisor to work in lockstep with your financial plan—offering proactive, coordinated support that simplifies decisions and keeps every moving piece aligned. No outsourcing. No disconnect. Just smart, seamless care under one roof.

Visual icon illustrating Integrated Estate Tax Planning as an essential pillar of Fidmont Wealth’s holistic financial services

Trusts* and Estates

We assist individuals and families in identifying actions needed to assist in ensuring their wealth is effectively transferred to the beneficiaries they desire, without unintended or unforeseen consequences. We will work closely with your legal counsel to help create an informed plan for your personal estate to help ensure maximum distribution and conservation to future generations.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.​
Visual icon representing financial planning as the root of Fidmont Wealth’s comprehensive service model
Visual icon symbolizing Aligned Tax Planning as a core branch of Fidmont Wealth’s unified financial approach
Visual icon illustrating Integrated Estate Tax Planning as an essential pillar of Fidmont Wealth’s holistic financial services
Edward Caballero, Managing Partner and Financial Planner at Fidmont Financial Group, guiding integrated financial and investment strategies

“What if the next evolution of financial services isn’t more technology—but more humanity?”

Edward Caballero

Managing Partner and Financial Planner

Meet the Fidmont Team

Frequently Asked Questions

This transition allows us to better serve you by combining the personalized relationship you’ve always known with the expanded resources, expertise, and operational support of Fidmont Financial Group. It’s an investment in providing greater long-term stability, deeper planning capabilities, and an even better client experience for years to come.

No. You’ll continue working with the same advisor you’ve built a relationship with over the years. The people you know and trust aren’t changing—only the resources available to support you are growing.

No action is required on your part. Your accounts, investment strategy, and ongoing relationship continue as normal. We’ll communicate any updates as they occur, but there is nothing you need to complete because of this transition.

No. Your existing accounts, investment strategy, and financial plan remain in place. Your existing LPL accounts will stay with LPL Financial. This transition is focused on enhancing the support behind your relationship—not changing the financial guidance you’ve received.

You’ll benefit from access to a larger team of experienced professionals, integrated tax planning and preparation services, complimentary Medicare consulting, and additional planning resources. As your financial life becomes more complex, you’ll have even more expertise available—all coordinated through the advisor you already know.

You may see a new office location, updated branding on statements and communications, and a new website. These are simply visual and operational updates that reflect our new partnership. The personalized service and guidance you’ve come to expect remain unchanged.

Joining Fidmont strengthens our ability to serve you for the future. With a broader team, integrated services, and enhanced operational support, we’re better equipped to provide proactive planning, respond to life’s changes, and ensure continuity for generations to come.

Your first call is still to the advisor you’ve always worked with. If you have any questions about the transition or your financial plan, we’re happy to walk you through everything and ensure you feel confident every step of the way.

Bringing coordinated wealth, tax, and estate services to everyday families.

Work With Us

The relationship you trust. The resources to take it even further.

Your advisor remains committed to helping you navigate life's financial decisions with the same personal attention you've always known—now supported by the expanded capabilities of Fidmont Financial Group.

If you have any questions about this transition or would simply like to talk, we're here whenever you need us.