Company overview
HQ · Annapolis, MD
Fidelis Advisory Services offers integrated lending advisory, tax, and financial strategy services. They assist clients with personal and business financing solutions, credit-based capital, and loan-readiness planning by connecting them with vetted lending partners. The company aims to optimize financial profiles, reduce liabilities, and facilitate capital access.
Company focus
- Headquarters
- Annapolis, MD
- Founded
- 2018
- Employees
- 1-10
- Specialties
- Integrated tax strategy + lending advisory, Loan-readiness planning and underwriting positioning, Access to vetted lending partners; rapid capital deployment, Tax attorney-led IRS resolution
Third-party reputation
- Reported research
- No dedicated BBB/Trustpilot profile located as of research. SEC/IAPD shows state investment adviser registration in Maryland revoked on 5/14/2024; firm’s ADV lists 1 employee and principal Dennis Christopher Winans. Firm markets nationwide service and emphasizes integrated tax + capital approach; specific funding criteria not published.
- Reading this research
- Third-party ratings are historical research, not a Plutus merchant rating. Legal and cost statements are attributed reports, not findings by Plutus; confirm the original sources and current terms.
Sourcesfidelis-adv.com ↗