Planning & advice

As your needs change, your plan for meeting them should be able to change too. We can help, from simple planning to complex investment management, no matter where you are today, what you’re trying to achieve tomorrow, or how you prefer to invest.

Why plan with Fidelity?


You have the option of working 1-on-1 with a dedicated advisor, access to coaching, or leveraging the ease of digital investing.

Peace of mind

Having a plan built around your goals can help give you the freedom to focus on the things that matter most to you.


We can build and manage a portfolio around your goals, and can even review how your non-Fidelity accounts are invested.

Help navigating life's big moments

Life comes at you fast. Whether you're celebrating a big milestone or adjusting to an unexpected change, Fidelity can help you navigate all parts of these important moments with our resources, guides, and tools.

See how we can help you plan for life events

What others are saying about us

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