Welcome to Fibonacci Financial

Fibonacci Financial is the Confiderus Group’s comprehensive financial planning and investment management firm. Our dream team has impressive and extensive credentials along with decades of experience in strategic and tactical wealth management in global markets. We are also part of a strategic professional alliance that provides complementary income and estate tax planning and preparation, accounting system, contract CFO, and business consulting services. The Confiderus Group’s unique integrated business platform is designed to provide the penultimate family office and financial concierge experience to business owners, professionals, and their families. We look forward to becoming your partner in wealth creation and preservation.

Our Mission

Provide the penultimate family office experience to help you and yours achieve financial freedom.

Services

  • Comprehensive Financial Planning
  • Wealth Management
  • Risk Management
  • Retirement Planning
  • Investment Consulting
  • Contact us today to schedule a consultation
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