Your legacy is a pathway for the next generation. Your business is personal and demands a thoughtful strategy to protect and grow its value. Fedeli Advisors helps you plan for the future so you can fulfill your dreams.
James B Giltner, CLU has been a financial advisor for 35 years, practicing out of Cleveland, OH. He graduated from the University of Dayton in 1981 with degrees in Marketing and Management. Jim focuses on effective solutions to complex financial scenarios in his work with physicians, business owners, executives and professional sports teams.
Tom is a third generation financial advisor, and has always had an affinity for the family business. He graduated from the University of Dayton with degrees in Finance and Entrepreneurship. He began practicing in 2008 in Charlotte, NC where he worked with small businesses and families. Since moving back to Ohio with his wife Megan and two children, Polly and Calvin, he has continued to expand and refine his practice. Helping families achieve financial prosperity and security is what drives Tom. He is inspired by the success and achievement his clients have in their own right and is humbled to be part of their journey.