Fidelis Wealth Advisors - Rilee Erickson - Financial Advisor

Categories
Financial AdvisorsBrokers - Investments, Stock & BondsEstate PlanningInvestment CounselorsLong Term Care
Hours:
Monday thru Friday: 8:00 am - 5:00 pm
About Us
Fidelis Wealth Advisors — Serving Green River & Southwest Wyoming
Fidelis Wealth Advisors is a registered investment advisory firm built on one simple belief: you're not just investing your money, you're investing your trust. Their only agenda is yours. Whether you're just starting to build wealth or planning for what comes next, Fidelis works to grow your assets and your confidence through unbiased, straightforward advice.
Locally, Fidelis is represented by Rilee Erickson, a Wyoming native and Green River resident who has been in financial services since 2017. Rilee grew up on a cattle ranch in Lander and brings a genuine understanding of the needs and values of Wyoming's working families. She holds a Bachelor of Science in Agribusiness and Horticulture Science from the University of Wyoming and is actively working toward her Certified Financial Planner® designation.
Rilee specializes in helping individuals and families plan, protect, and save for their future, covering financial planning, investment management, retirement planning, insurance, and estate planning. She's not a suit in a high-rise; she's your neighbor, and she takes that seriously.
Services include:
Financial & Retirement Planning
Investment Management
Insurance & Estate Planning
Education & Corporate Retirement Plans
?? Serving Green River, Rock Springs, and surrounding communities
Highlights
- Financial Planning
- Retirement Planning
- Investment Management
- Insurance & Estate Planning
- Education & Corporate Retirement Plans
Rep/Contact Info