Planning & adviceAs your needs in life change, so does the help you require. At every turn, we're here to help you plan—from investment strategies, to complex wealth management needs, to managing your portfolio. |
Investment advisory offerings to help fit your needs
Our digital solutions and experienced advisors can help you meet all your financial goals.
Fidelity Go®
Digital investing + financial coaching
Digital investment management and planning, plus unlimited access to 1-on-1 coaching with Fidelity advisors once your balance reaches $25,000.
Fidelity® Wealth Management
Through Fidelity® Wealth Services1
Planning & advice from a dedicated advisor
Customized planning and investment management, designed for your full financial picture, led by your dedicated advisor
Fidelity Private Wealth Management®
Through Fidelity® Wealth Services or Fidelity® Strategic Disciplines2
Planning & advice from an advisor-led team
Comprehensive planning, advice, and investment management, delivered by your own wealth management team and led by your advisor
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.
If you prefer to trade and invest on your own, you'll have access to online planning tools and a wide variety of investments, including mutual funds, exchange-traded funds (ETFs), stocks, and bonds.
Find out what others are saying about us
Awards and recognition
See what independent third-party reviewers think of our products and services.
Want to learn more about Wealth Management?
Visit the wealth management FAQs for more information.
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How are rising prices impacting your financial plan?
Read our insights on inflation, where it may be going next, and how it might be impacting investors like you.
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