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Brokers vs Fiduciaries

What stands between you and your goals?  Whether you own or run a business or are simply looking to protect personal wealth, taking on every important financial decision can be daunting at best.  While you may be an expert at running your company and your career, you need to be confident that you're making the most of your investment decisions.  As fiduciary advisors, our firm's signature service improves outcomes for retirement.

Understanding Professionals.

We understand your situation.  We are a family run firm and hard-working professionals.  Since 1977, we have committed our expertise to develop a complete financial management process for like-minded individuals.  Through this process, we have helped create and maintain lasting financial strategies for hundreds of individuals and businesses.

"Our clients work hard at accumulating their wealth, we work hard at preserving and protecting their wealth and income for retirement", says Dennis. "Our business and careers are focused on taking care of the financial side of things so they can spend worry-free time concentrating on all the other important things in their lives."

Whether you are across town or across the country, know you can count on our firm for advice and services for you, your family, and your business.

Email: services@tidmorerps.com

For a listing of our Financial Advisory Services, please click here.

"Clients know they can count on our firm.  They know we'll always be looking for ways to improve their financial outcomes."

- Dennis L. Tidmore, AIF®

Advice of preserving
and protecting your assets

Our Wealth Management Advisory Signature services revolve around a 4 step process: Assessment, Selection, Allocation, Monitoring/Review to improve financial outcomes at retirement.

We serve as an independent fee based ERISA 3(38) Fiduciary Advisers.  Our strategies include Dividend Growth Strategy (S&P 500 portfolio) and Model Portfolios that utilize no- load Institutional Mutual Funds and ETFs.  We provide Quarterly Fiduciary Monitoring Reports to monitor and assess the portfolio; annually review the client’s financial goals & outcomes, address income needs and asset allocation.

The CEFEX certification ensures that the advisor has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes.



Retirement Plan
Improving plan
and participant success

Retirement Plan Advisory Services are provided as an Accredited Investment Fiduciary, AIF® 

We serve as an ERISA 3(38) fiduciary to select, monitor and replace funds, as needed.  Our advisors will conduct and provide the Quarterly agenda, review the Fiduciary Monitoring Report (FMR) and serve as the Secretary recording the meeting minutes.  TRPS streamlines ERISA’s governance process for the Plan Sponsor; and assist with amendments to Plan Documents due to ERISA law changes and review any service issues experienced by the plan sponsor and/or participants.  

Our advisors will conduct semi-annual investment advice meetings with the plan participants on how to achieve an adequate income at retirement.  

The CEFEX  certification ensures that the advisor has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes.

Financial Planning
A blueprint to
improve financial outcomes

We take a comprehensive look at your financial situation to create a specific financial plan to reach your goals.  We can add various scenarios based on your needs.  This plan is reviewed annually.