Our Story

Eight partners founded FIA in 2006 for the purpose of creating an independent consulting firm to advise retirement plan, endowment, other investment fiduciaries, and private clients 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.


FIA employees were recipients of the Hartford Business Journal’s 40 Under Forty Award, and the NEEBC’s Rising Star Award.

Assets under advisement: $87 billion


FIA received the 2018 Best-in-Retirement Business IMPACT Award™ from Charles Schwab & Co., Inc.

Assets under advisement: $76 billion


FIA expands office space again to accommodate growth

Assets under advisement: $64 billion


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

Assets under advisement: $49 Billion


Pension & Investments recognizes FIA as one of the Best Places to Work in Money Management (subsequently recognized in 2016 through 2019). FIA adds Financial Wellness coaching services for retirement plan clients, trademarks Retirement SUCCESS® — Simple, Unbiased, Customized Communications Education & Support Services


FIA opens an office in Kennebunk, Maine.

Assets under advisement: $40 Billion


Assets under advisement: $33 Billion


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

Assets under advisement: $26 Billion


Hartford Business Journal recognizes FIA as one of the Best Places to Work in Connecticut (subsequently recognized each year from 2012-2018)

Assets under advisement: $20 Billion


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

Assets under advisement: $14 Billion


PlanSponsor Magazine names FIA Retirement Plan Advisor Team of the Year

Assets under advisement: $10 Billion


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

Assets under advisement: $9.8 Billion


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

Assets under advisement: $7.9 Billion