Fedor Financial Group, LLC - Home

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2021 Market Outlook from Our Chief Economist

Tax Loss Harvesting

David Appears on Local Television

Community Involvement

Alzheimers Flowers for Home Page
 

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.

How Our Firm Works

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 employes 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.


 

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.


 

Solutions We Offer Include:

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

 

Who We Are

Our founder and president, David E. Fedor, is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning CounselorSM. 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.


 

We appreciate your interest in Fedor Financial Group, LLC, and sincerely look forward to serving you.

David headshot 1-18-19
 

David E. Fedor, CFP, CRPC 
President

My Financial Life

My Financial Life
 

My Financial Life is a helpful website for people of all ages to learn about what they can do to improve their finances. For seniors, it includes a retirement calculator, tips on social security, and how to minimize taxes. Click on the upper-right link on our website to learn more.

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