Fidelity Executive Services

Let's talk about what we can do for you.
Call today to set up an appointment.

800-533-8004

Available Monday–Friday 8:30 a.m.–8:30 p.m. ET

Inclusive review of your workplace benefit plans and your participation in each
Equity compensation strategies
Nonqualified deferred compensation planning

Coordination of benefits to help reduce taxes
Charitable giving
Legacy and wealth transfer education*

Cash flow analysis
Income protection
Navigating life events which can impact savings now and in retirement

Connect and discover

We'll start with a conversation to understand what is important to you and your family.

Analyze your benefits

We specialize in your company's benefits packages and know your company’s unique culture. We can guide you through the decisions to make the most of what your company offers.

Design your plan

Your dedicated planner will meet with you and anyone else you'd like. Together you'll create a financial plan designed to help you grow and protect your wealth.

With you now and in the future

Your Fidelity planner and dedicated team will work and meet with you on your terms, and are always available to answer questions.

Call your dedicated team.

800-533-8004

Available Monday–Friday 8:30 a.m.–8:30 p.m. ET

Frequently asked questions

I already have a financial advisor—should I still take advantage of Executive Services℠?

Absolutely—your Executive Services team can work with your existing financial advisor to bring Fidelity's extensive knowledge of your workplace benefits and a second opinion to the planning process.
Does Executive Services cost me anything?

No, Executive Services is a complimentary service provided by your employer.
Can I continue to work with Executive Services if I retire or leave my current employer?

Yes, you can. Your Executive Services team will work with you after retirement or termination.
I already have a financial consultant/account executive at Fidelity. Can I still use Executive Services?

Yes—your existing relationship remains unchanged. Your Fidelity representative can work with the Executive Services team for additional workplace benefits guidance and service.
Can I include my spouse/partner/family when I meet with my Executive Services team?

Absolutely—this is encouraged, as financial decisions are rarely made alone, and including additional family members can provide your Executive Services team with additional context.

NetBenefits^®

Access to your workplace benefits accounts.

Executive Services Learn

Discover a wide range of educational content made for today's executives.