Investing with Purpose. Planning with Integrity.
Personalized financial planning and investment management for families, business owners, and faith-driven investors.
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.
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.
Faith-Driven Investors
Align your investments with the values that guide your life. I help investors pursue their financial goals while incorporating faith and moral considerations into their investment decisions.
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.
Investment Management
Thoughtful portfolio management aligned with your goals, time horizon, and values.
Financial Planning
Clear, practical planning for retirement, taxes, estate planning, cash flow, and other major financial decisions.
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. I founded Fidelis to provide thoughtful financial advice that considers the whole picture: your goals, your family, your business, and the values that guide your decisions.
I work with clients in Alexandria, throughout Minnesota, and nationwide, providing personalized financial planning and investment management with a focus on long-term relationships.
Planning for Retirement
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.
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.
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
2. Build Your Plan
