Investing with Purpose. Planning with Integrity.
Fiduciary financial planning and faith-aligned investing for Christian families and pre-retirees in Alexandria and Central Minnesota.
CFP® Professional · Certified Kingdom Advisor® · Fiduciary · Alexandria, MN
Who I Serve
Pre-Retirees & Retirees
Confidently navigate the transition from saving to living on your wealth. I help you build a retirement income strategy, manage investments, plan for taxes, and make informed decisions throughout retirement.
Faith-Driven Investors
Align your investments with the values that guide your life. I screen portfolios to avoid companies whose practices conflict with Christian moral teaching, while pursuing your long-term financial goals.
Business Owners
Coordinate the financial decisions that come with owning a business. I help business owners integrate personal and business finances, plan for retirement, manage investments, and prepare for the eventual transition of their business.
My Services
Financial Advice Built Around Your Life
Your financial life is connected. Investments, retirement, taxes, business decisions, and your family’s future all influence one another. Fidelis provides personalized financial planning and investment management designed to bring these pieces together.
01 Investment Management
Thoughtful portfolio management aligned with your goals, time horizon, and values.
02 Financial Planning
Clear, practical planning for retirement, taxes, estate planning, cash flow, giving, and other major financial decisions.
03 Specialized Planning
Advice tailored to the unique needs of business owners, families, and clients seeking values-aligned investing.
Why Fidelis Financial?
Personal Advice. Purposeful Planning.
I’m Will Odland, CFP®, CKA®, founder of Fidelis Financial. As a fiduciary, I’m required to act in your best interest. I grew up in the Alexandria area and founded Fidelis to give families thoughtful, comprehensive advice that considers your goals, your family, and the values that guide your decisions.
I work with clients in person in Alexandria and across Central Minnesota, and virtually anywhere in the country.
Retirement is about more than reaching a savings number. Your income, taxes, Social Security, investments, and healthcare costs all need to work together.
My retirement planning process helps you answer questions like:
How much income can my savings produce?
When should I claim Social Security?
How can I minimize taxes in retirement?
How do I prepare for healthcare costs?
Read my Retirement Readiness Guide to find out if you’re ready.
Planning for Retirement?
Investing With Your Values in Mind
Your investments reflect how you steward the resources God has entrusted to you. Fidelis helps clients incorporate faith and moral considerations into their investment strategy while pursuing their broader financial goals.
Not Ready to Talk Yet? Start Here.
Free guides and short quizzes to help you check where you stand.
What Are My Investments Really Supporting?
2-minute quiz
Am I On Track Financially?
3-minute quiz
Retirement Readiness Guide
Free download
Let’s Start a Conversation
Whether you’re preparing for retirement, managing a business, or looking for an investment approach that reflects your values, I’d be glad to learn more about your situation.
1. Start a Conversation
We talk about your goals, concerns, and questions, and whether we’re a good fit.
2. Build Your Plan
If we decide to work together, I build a plan around your family, finances, and values.
3. Live With Confidence
We put the plan into action and keep it current as life changes.