FIDELIS iMFinancial advisor in Medford, OR

Also ranked: #9 of 26 financial planners in Medford

FIDELIS iM is a financial advisor at 2950 E Barnett Rd, Medford, OR 97504, ranked #12 of 35 financial advisors in Medford and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Medford, ORUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (541) 770-1311 Website ↗

Key facts

Key facts about FIDELIS iM
Address	2950 E Barnett Rd, Medford, OR 97504Get directions
Phone	(541) 770-1311
Website	fidelisim.com
Hours	Monday to Friday: 8 AM – 4 PM
Google rating	5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Investment Advisorsadditional Google category

Service area

Serves Medford and 2 towns within 25 miles: Central Point and Ashland.

Based in Medford, ORView on map

Opening hours

Opening hours for FIDELIS iM
Day	Hours
Monday	8 AM – 4 PM
Tuesday	8 AM – 4 PM
Wednesday	8 AM – 4 PM
Thursday	8 AM – 4 PM
Friday	8 AM – 4 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about FIDELIS iM

How is FIDELIS iM ranked in Medford?

FIDELIS iM is ranked #12 of 35 financial advisors in Medford by RFA Score, with 71 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are FIDELIS iM’s hours?

FIDELIS iM is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does FIDELIS iM serve?

Serves Medford and 2 towns within 25 miles: Central Point and Ashland. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about FIDELIS iM?

FIDELIS iM has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact FIDELIS iM?

Call FIDELIS iM on (541) 770-1311. The business is at 2950 E Barnett Rd, Medford, OR 97504. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

FIDELIS iM compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
FIDELIS iM (this business)	—	71	5.0 (6)	No	No
Jones & Associates Premier Financial Solutions	#10	72	4.5 (10)	No	No	7.2 mi
Oregon Pacific Financial Advisors	#11	72	5.0 (8)	No	No	2.5 mi
KDP Wealth Management, LLC	#13	70	3.5 (11)	No	No	4.4 mi

See all 35 ranked financial advisors in Medford