Herb Achey
Cashiers, North Carolina

“Fidelis is really on the cutting edge of what modern wealth management for generationally wealthy families and institutions should look like. The human capital, and the willingness to invest in people and process—you don't get that in many organizations. I wanted to be part of something special, a firm that sees clients as family and not a number, and I found it at Fidelis. I'm not done thinking, I'm not done growing,” said Herb Achey, Partner at Fidelis Capital.

“I've prided myself on going deep with clients; understanding their family structure, reaching everyone where they're at. I raised my kids on the idea of moral courage, doing the right thing when no one's watching, and being 'consistently good, not occasionally great.' There's no room for occasionally great in this business, and that's the kind of moral courage and consistent delivery I saw at Fidelis—it's why I joined.”