Nationally Recognized For Excellence In Retirement Consulting

Proud to be recognized by Schwab Advisor Services with the 2018 Best-in-Retirement Business IMPACT Award

Hear how FIA’s strategic thinking and customized solutions are making a positive difference in the lives of our clients

Honored for visionary leadership, operational excellence and innovative use of technology.

Contact FIA

To learn more about this award and how we were selected for this national honor, click here.

Fiduciary Investment Advisors is an independent, employee-owned investment consulting firm that works with fiduciary clients, including retirement plan sponsors, non-profit organizations, and private clients. Assets under advisement total more than $76 billion. Our mission is to provide customized consulting services to assist our clients in achieving their investment objectives, while fulfilling their fiduciary obligations.

This award celebrates our leadership in the retirement industry and extraordinary work that has contributed to serving plan sponsors, participants, and the community. Learn more about FIA ›

FIA receiving the award on the main stage at Schwab IMPACT®, the nation’s largest and longest-running annual gathering of independent advisors.
“It is an honor to be recognized by Charles Schwab for this national award. It is a testament to the hard work of all FIA employees, who work tirelessly on behalf of our clients.”
- Mark Wetzel, FIA President

Giving Back to Our Community

FIA received the award on the main stage at Schwab IMPACT®, the nation’s largest and longest-running annual gathering of independent advisors. In addition to recognition and a trophy, FIA was awarded $15,000 to be donated to the charity of our choice.

“We are pleased to give back to these two non-profit clients, both of which have critical missions creating safe and caring environments for children and families, so that they can reach their full potential and go on to become responsible citizens and leaders. We value these organizations as clients and partners and believe their work to be necessary to the communities where our employees live and work.”
- Mike Goss, Executive Vice President

FIA has selected $7,500 to go to YMCA of Greater Hartford and $7,500 to go to the Boys and Girls Clubs of Boston.

Fiduciary Investment Advisors is not owned or affiliated with Charles Schwab & Co., Inc. (“Schwab”), and its personnel are not employees or agents of Schwab. The IMPACT Award® is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. The Boys and Girls Clubs of Boston and Greater Hartford YMCA are not affiliated with or employed by Schwab. This is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.