Welcome to Fidelity Executive ServicesSM

Your employer and Fidelity are pleased to provide you with access to a dedicated Executive Planning Consultant and a specialized support team at no cost to you.

Call us to get started


How can Executive Services help you?


Get the most from your benefits today

First, we'll help you understand the details and options of your benefits and assess your situation to help you make decisions.

  • Plan design and rules
  • Current personal holdings and elections
  • Contribution and distribution strategies
  • Tax implications

Manage your full wealth portfolio for tomorrow

Then, we'll help integrate your benefit decisions into your broader wealth plan.

  • Retirement planning
  • Asset allocation
  • Trust and estate strategies
  • Family assistance

Get Started

Call your Executive Services Associate Team at


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

Financial resources at your fingertips


The safe, easy, no-cost way to store, access and share digital copies of your family's most important documents.