Strategic thinking. Customized solutions.

Best-in-Retirement Business IMPACT Award™ (2018)

National Award by Charles Schwab & Co., Inc.

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Top 40 Largest Investment Consulting Firms

Pensions & Investments, November 2017

Ranked by worldwide institutional assets under advisement as of June 2017

Best Places to Work in Connecticut (2011-2018)

Hartford Business Journal and Best Companies Group

The Fiduciary Trail®

All fiduciaries leave a governance trail. Our job is to help make it a strong one.

FIA thoroughly documents the rationale for arriving at each decision made, creating an evidence trail that validates the decision-making process while justifying the conclusions reached.

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FIA applies a disciplined approach to help you address a comprehensive list of governance topics over the course of a year that are relevant to your specific plan type, be it a defined contribution plan, a traditional pension plan, an endowment, or a foundation.

Make Your Trail

About FIA

An Independent Firm

  • Fee only co-fiduciary
  • 100% employee owned
  • No broker/dealer affiliations
About FIA

An Experienced Team

  • Customized solutions
  • Investment expertise
  • Exceptional client service delivery
Find a Team Member

A Culture of Service

  • Regularly engage in community service
  • Volunteer on non-profit boards
  • Donate to local and regional charities
FIA Gives Back

Recent News

FIA Welcomes Kate Pizzi, CFA, ASA   

Windsor, CT – November 12, 2018 – Fiduciary Investment Advisors, LLC (“FIA”), has hired Kate Pizzi, CFA, ASA, as a Senior Consultant. She has more than 19 years of experience serving the investment advisory and actuarial needs of both public and private clients. “We are thrilled to have Kate joining FIA,” said Mark Wetzel, President […]

Nationally Recognized for Excellence in Retirement Consulting   

We are pleased to announce that Fiduciary Investment Advisors has been recognized by Schwab Advisor Services with the 2018 Best-in-Retirement Business IMPACT Award™ The Best-in-Retirement Business IMPACT Award™ honors an independent record keeper or advisor that focuses on retirement plans, understands the unique needs of plan sponsors and/or participants, and has developed an innovative approach […]

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White Paper

MLPs in Unrestricted Brokerage Windows Cause Complications for Plan Sponsors

Over the past decade, defined contribution plans have trended towards simplification in fund menu design. Plan sponsors have moved towards core investment offerings in stock and bond funds, combined with a suite of target retirement date funds, leaving out more speculative asset classes.

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