Fiducient Advisors

Fiducient Advisors is a prominent investment consulting firm that provides tailored advisory and outsourced chief investment officer (OCIO) services to a diverse client base. The firm specializes in assisting retirement plan sponsors, endowments and foundations, private wealth clients including high-net-worth individuals and multi-generational families, and financial institutions. Their approach emphasizes disciplined fiduciary investment strategies, aiming to reduce costs, mitigate fiduciary responsibilities, and enhance investment outcomes for their clients.

The firm was founded on May 1, 1995, with a commitment to delivering customized investment consulting services. Over the years, Fiducient Advisors has expanded its reach and capabilities, including significant milestones such as the acquisition of ORION Investment Advisors in Washington, D.C., in 2016, and the joining of forces with Fiduciary Investment Advisors, LLC (FIA) in April 2020. In 2023, Sabrina Bailey was welcomed as the new CEO, and in 2024, Mike Goss was named President. A notable development in 2025 saw Fiducient Advisors, along with Wealthspire Advisors, Wealthspire Retirement Advisory, Newport Private Wealth, and Ground Control Business Management, unite under the Wealthspire brand to form a comprehensive organization offering investment advisory, wealth management, and business management services.

Fiducient Advisors focuses on a broad range of asset classes, including public and private markets, and offers expertise in areas such as private equity, private debt, and real estate. They leverage proprietary due diligence processes and modeling tools to develop pragmatic and customized portfolio solutions. The firm's commitment to its clients is underscored by its fiduciary obligation, ensuring that client interests are prioritized, and by its emphasis on transparent, commission-free advice.

The team at Fiducient Advisors comprises over 200 professionals, including experienced partners, principals, and consultants. Key leadership includes Robert DiMeo, Chairman and Co-Founder; Michael Goss, Managing Partner and President; and Sabrina Bailey, CEO. The firm's professionals bring decades of experience in investment management, financial planning, and estate planning, contributing to a collaborative environment that aims to deliver thoughtful perspectives and sound guidance to clients.