​I’ve been in this industry for eight years, and if there’s one truth I’ve come to believe, it’s that experience isn’t measured in years — it’s measured in effort, curiosity, and consistency.

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Experience comes from how many clients you’ve sat across from, how many hours you’ve dedicated to learning, and how committed you are to never stopping that process.

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Here’s something I’ve found fascinating: a 30-year-old advisor who spends 12 hours a day studying and refining their craft will know three times as much as a 60-year-old who has spent just one hour a day doing the same. By the time that 30-year-old reaches 60, they’ll know twelve times more than their predecessor ever did.

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I call this concept compound knowledge — and the beauty of it is that you are the one who benefits.

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This is the foundation of Fiducia. We believe clients value something they may not even consciously recognize — the energy, discipline, and depth of understanding that comes from youthful, driven, and intellectually curious advisors.

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That combination of passion and perspective is what powers your financial future.

We call this principle Youthful Bliss.

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Over the years, I’ve asked hundreds of clients a simple question:

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“What are your expectations when working with a financial advisor?”​ Half don’t have any expectations.

The other half say things like, “I want someone who answers the phone, meets with me regularly, brings fresh ideas, and tells me the truth.”

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All wonderful things — but none of them directly impact your wealth.

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The reality is, most clients don’t know what material expectations are reasonable to have. So when people ask me,

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“Tyler, what tangible expectations should I have?”

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My answer is always the same: all of them.

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That belief is one of the main reasons Fiducia was founded.

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A true financial advisor shouldn’t just manage your investments. They should manage your entire financial life. You shouldn’t have to juggle between a CPA for taxes, an attorney for estate planning, and an insurance specialist for protection.

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Your advisor should have a team that can do it all — seamlessly, in-house, and without adding hidden costs or extra fees.

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This isn’t too good to be true. It’s what should have been true all along.

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When you start expecting comprehensive service, you naturally weed out those who can’t deliver. The ones left standing — those are the professionals you want in your corner.

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We call this The Whole Nine Yards.

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And then, there’s transparency.

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Have you ever left a meeting wondering how your advisor gets paid? Or what their incentives really are? Or why a particular product or strategy was recommended?

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You’ll never leave a meeting at Fiducia asking those questions.

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This was another driving force behind our founding — no commissions, no hidden incentives, no corporate agendas. Just clarity, honesty, and alignment.

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We call this Vantage Point.

 

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After nearly a decade in this profession, I’ve learned that these three principles — Youthful Bliss, The Whole Nine Yards, and Vantage Point — are the only things that truly matter when finding the right financial advisor.

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At Fiducia, we’ve built a firm designed around those values — one that believes clients deserve youthful energy, comprehensive service, and absolute transparency.

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When you find the right team living by those principles, you gain more than financial guidance — you gain the freedom to focus on what truly matters. To build, to create, to innovate, to change the world.

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That’s Fiducia’s Vision.

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Can you see it?
If so, click here, fill out the form, and let’s bring that vision forward — together.

 

With gratitude,
Tyler Keenan
Founder, Fiducia