Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Insurance
  • Charitable Giving
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies

Awards & recognition

  • Fiduciam Financial, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • David Bouffard, Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024
  • Fiduciam Financial, Best Companies Group - Great Employers in Connecticut, 2024
  • Mehdi Azizi, Forbes Best-in-State Next-Generation Wealth Advisors, 2024
  • Fiduciam Financial, Ameriprise Client Experience Award, 2021, 2023
  • Mark Jones, Ameriprise Circle of Success Chairman’s Advisory Council, 2017-2023
  • Mark Jones, AdvisorHub Advisors to Watch (over $1Bil), 2024
  • Fiduciam Financial, Investment News Best Places to Work for Financial Advisers, 2022, 2023
  • Mark Jones, AdvisorHub Advisors to Watch (under $1Bil), 2023
  • Fiduciam Financial, Best Places to Work by Hartford Business Journal, 2022, 2023

Community participation

  • Northwestern Connecticut & Waterbury Chamber of Commerce Member
  • Young Professional Organization Member
  • Torrington & Waterbury Rotary Club Member
  • Supporter of Local Theatre
  • Participate in Ameriprise National Day of Service
  • Multiple Sclerosis Walk - National MS Society
  • High School Financial Reality Fair
  • Charity Golf Tournaments
  • Registry of Financial Planning Practioners
  • Chartered Financial Analyst Institute
  • Palace Theater Volunteer
  • The CT Estate & Tax Planning Council, Inc.
  • Financial Planning Association
  • Society of Financial Services Professionals

Fiduciam Financial

With over 150 years combined advisor experience, Fiduciam Financial proudly serves clients throughout the country and is currently among the top Ameriprise Financial practices nationally. At Fiduciam Financial, the genuine care and financial well-being of our clients is our driving force and highest mission. We collaborate with our clients to foster a clear view of their financial picture and a roadmap to pursuing their goals and dreams. Our team pledges to work with integrity to offer our clients a listening ear, a steady voice, and a guiding hand. As a longstanding leader in financial planning and advice, we provide our clients with goal-based advice, investments and solutions aligned to goals.

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