Fedor Financial Group, LLC

Let us help you enjoy the retirement you deserve.

We primarily use a customizable, fee-based approach rather than a commission-based approach. The fee-based approach, offered through Commonwealth Financial Network®, means that the success of our firm is directly tied to the results of our investors. That means we're all on the same team!

We are an intentionally exclusive firm. We minimize the size of our client base so that we can maintain the highest level of service possible. Part of how we maintain our exclusivity is requesting that new clients invest at least $500,000 or more. The founder personally works with every one of the firm's clients by setting their goals and implementing their investment or insurance strategy. He also employs a systematic portfolio review process to ensure that his clients are on track to meeting their goals.

We focus on reducing volatility through diversification and portfolio rebalancing.

Solutions We Offer Include:

Investment management
Tax-advantaged long-term care annuities
Retirement planning
Insurance planning
Immediate lifetime income planning

We Specialize in the Following 3 Areas:

Minimizing the risk of running out of money
Protecting portfolio principal
Minimizing taxes for our clients

We can also help by reallocating assets and implementing strategies to help pay for a loved one's long-term care privately without impoverishing them.

David E. Fedor, CFP^®, CRPC President

Who We Are

Our founder and president, David E. Fedor, is a CERTIFIED FINANCIAL PLANNER^® professional and a Chartered Retirement Planning Counselor^SM. He has helped thousands of investors pursue their dreams since 1994.

If you're not acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.

Click here to learn more about our team.

Personal Finance Tips for College Students

Interest on students loans set to resume

The Latest Market Outlook from Our Chief Economist

Tax Loss Harvesting

Community Involvement

Alzheimer's disease is an illness very close to David Fedor, who actively participates in the Walk to End Alzheimer's. Visit our Community Involvement page for more information.

Speak with a Professional

Call me to schedule an appointment if you would like answers to questions about retirement, social security, medicare or more.

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