“At Fierce, we believe investing should be deeply personalized. Our boutique approach to wealth management provides clients with highly customized investment strategies and unparalleled service.”
“Fierce is a private wealth management firm with a niche focus on quality over quantity. Unlike mass-market firms that manage thousands of client accounts, we intentionally maintain a limited and exclusive client base to deliver truly personalized service.”
“Clients communicate directly with our portfolio managers comprised of Chartered Financial Analyst (CFA®) and Certified Financial Planner™ (CFP®) professionals— A benefit rarely offered to individual investors at larger firms.”

Portfolio Managers

  • Alex Kondeas

    Alex Kondeas, PhD, CFA®, CFP®

    Chartered Financial Analyst® , Certified Financial Planner™ and managing partner of Fierce Financial Group. Previously, Alex was a tenured professor and Chair of the Department of Accounting, Economics, and Finance at Winston-Salem State University (WSSU). Alex was also the Coordinator of WSSU’s CFP® Board-registered program in Personal Financial Planning, and Director of the WSSU Center for Excellence in Financial Services. Alex has published many articles related to investing and economics and has written finance textbooks for various universities that are still in use today. Alex taught finance for more than two decades and trained many financial advisors entering the profession over the years.

    contact Alex
  • Chris Cercy

    Chris Cercy, CFP®

    Certified Financial Planner™ and managing partner of Fierce Financial Group. After earning his degree in finance while studying both economics and mathematics, Chris embarked on a mission to uncover the inner workings of traditional, big-box investment firms. After seeing advisors prioritize commissions over clients' financial well-being, Chris seized upon the opportunity to create a firm that empowers clients and always places their interests first. With the help of Alex, his former college finance professor and mentor, Fierce Financial Group was born. Chris turned his dream into a reality with Fierce— a wealth management firm that champions transparency, focuses on the details, and sweeps away conflicts of interest with fee-only advice.

    Contact Chris
“Fierce (adj.)

Relentlessly dedicated to disciplined and strategic wealth management. We embody strength, precision, and transparency to help clients achieve their long-term financial goals.”
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