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"Fidelity understands we're in a business together to best serve our clients—and they hold that as a priority"1
President & CEO
Farr, Miller & Washington
It all starts with your unique business
We take the time to fully understand your needs and goals, and provide solutions to help ensure that you're equipped with the resources, support, and thinking to drive meaningful results.
Evolve for the future
Whether you're starting your transformation toward becoming an independent financial advisor or you're an established firm, Fidelity can help you find more efficient ways to manage your business and harness technology to enhance your clients' experience. These industry leaders who have worked with us can offer insights to help you make the best decisions for your own future-ready business.
"What I appreciate about Fidelity is the consultative approach. They're not looking to cookie cutter an experience across multiple firms. They're really looking to solve a need within our organization. We want to grow our business exponentially over the next five years, and we will not be able to do it without Fidelity by our side."
CEO Beacon Pointe Advisors
"We've been impressed with the technology that Fidelity has offered us to do all the things our operations team has to do to make the business hum. Whenever we need something, they're there. And on top of all that, they're constantly evolving."
Founding Partner Corient Capital Partners
"I think that Fidelity will be a great sort of beacon for us in terms of pulling us forward—with their data insights, their industry research, with the ways that they bring information to our financial professionals to learn and to understand the benefits."
President, Individual Life Insurance and Prudential Advisors
- 1. Fidelity Investments is an independent company, unaffiliated with the firms on this page. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the firms mentioned herein, nor is such a relationship created or implied by the information herein.