Our Story

Eight partners founded FIA in 2006 for the purpose of creating an independent consulting firm to advise retirement plan, endowment, and other investment fiduciaries in a setting free of conflicts of interest. Since that time, we have evolved into an established boutique firm that distinguishes itself by providing an exceptional, customized service experience, delivered with the resources and knowledge typically found in much larger firms.

2007

PlanSponsor Magazine recognizes FIA as one of the Most Succesful Retirement Plan Advisors (subsequently recognized each year from 2008-2016)

Assets under advisement: $7.9 Billion

2008

FIA retains first university client for 403(b) plan oversight

Assets under advisement: $9.8 Billion

2009

PlanSponsor Magazine names FIA Retirement Plan Advisor Team of the Year

Assets under advisement: $10 Billion

2010

FIA expands office space to accommodate growth and holds first client conference (subsequently held each year thereafter).

Assets under advisement: $14 Billion

2011

Hartford Business Journal recognizes FIA as one of the Best Places to Work in Connecticut (subsequently recognized each year from 2012-2017)

Assets under advisement: $20 Billion

2012

FIA opens an office in Boston, Trademarks The Fiduciary Trail®

Assets under advisement: $26 Billion

2013

Assets under advisement: $33 Billion

2014

FIA opens an office in Maine, adds Wealth Advisory Services for private clients

Assets under advisement: $40 Billion

2015

Pension & Investments recognizes FIA as one of the Best Places to Work in Money Management (subsequently recognized in 2016). FIA adds Financial Wellness coaching services for retirement plan clients, trademarks Retirement SUCCESS® - Simple, Unbiased, Customized Communications Education & Support Services

2016

FIA celebrates 10-year anniversary. The FIA wealth advisory services team was awarded an inaugural Best of Business Award for Private Wealth Management by the Hartford Business Journal.

Assets under advisement: $49 Billion