Planning & advice

As 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?

Robo advisor
Digital investment management for a single goal

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

Through Fidelity? Wealth Services

Planning & advice from a dedicated advisor
Customized planning, advice, and investment management, led by a dedicated advisor

Private Wealth Management

Through Fidelity? Wealth Services

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

Peace of mind for life’s big moments

Planning for the future means planning for the curveballs, the surprises, and the joyful moments. We can help you reach your goals by helping you prepare a financial plan—one flexible enough to weather life's rockier moments.

See how we can help you plan for life events

A focus on your individual needs

We provide no-fee, 1-on-1 reviews of all your investment accounts, including those not kept with us. Our financial professionals are backed by industry-leading research and analysis, with the skills to address all of your needs. Visit us in person—we have over 190 branch locations. Or you can contact us online or by phone 24/7.

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.

Make your appointment today


We're here to help

Help is here 24/7. Call us, chat with an investment professional, or visit an Investor Center.

Check out our FAQs

Find out what others are saying about us