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® Personalized Planning & Advice
Hybrid robo: Digital investing + coaching
Digital planning and investment management with help from an advisor when you need it
Wealth Management
Planning & advice from a dedicated advisor
Customized planning, advice, and investment management, led by a dedicated advisor
Private Wealth Management
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.
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Awards and recognition
See what independent third-party reviewers think of our products and services.