Financial protection for your growing family.
Fida connects you with vetted wealth advisors who specialize in helping parents secure their family’s future. From wills and trusts, to life insurance and college savings accounts, get advice and results tailored to your needs.
Fida is the better way to find the best advice.
✅ Fiduciary, Fee-Only Advisors
We set a higher bar—so you don’t have to worry. Every advisor is vetted, experienced, and legally bound to act in your best interest.
⚙️ Smart, Human-Centered Tech
Find, hire, and collaborate with your advisor—faster and easier. Fida streamlines everything so you can focus on what matters.
🧘 Peace of Mind, Built In
Feel confident, supported, and in control. Fida brings structure to your financial life—without the overwhelm.
How It Works
Fida make it easy to connect with the right advisor—someone who understands your stage of life and can help you plan ahead.
1) Share your needs
Tell us about your situation, family and needs - by phone or online. We only need a few minutes.
2. Review tailored matches
We’ll match you with advisors who specialize in helping families like yours.
3. Connect when ready
When ready, meet with the advisor that feels best to you. No pressure, no obligation.
Welcome to Fida — We're Glad You're Here.
Our mission is to help investors realize their financial goals through trusted advisor relationships supported by transparent technology—while empowering advisors to do their best work for more clients.
🔒 Vetted, Fiduciary Advisors
Every advisor on Fida is fee-only and fiduciary—legally obligated to act in your best interest. We rigorously screen for experience, regulatory history, and client satisfaction, so you can trust who you’re working with from day one.
⚙️ Smarter Tools, Simpler Experience
Fida uses human-centered technology to make every step—from finding an advisor to managing your relationship—faster, easier, and more transparent. No clunky portals or confusing steps—just clarity and flow.
🛡️ Private, Secure, and Fully in Your Control
You decide who sees your information, and when. Fida protects your privacy with enterprise-grade security and gives you total control over data access—so you can share with confidence, never compromise.
🧭 Clarity, Transparency, and Confidence
No hidden fees. No marketing fluff. Just clear pricing, credentials, and client reviews—so you can compare advisors on what really matters and make an informed choice with peace of mind.
🤝 Advisors Who Fit You—Not Just Your Finances
Great advice is built on trust. Fida helps you find advisors who match your goals, values, and communication style—so you can feel understood, not just managed.
🧠 Stronger Planning, Unified Team
Your financial life spans more than one expert. Fida helps you coordinate your full wealth team—from advisor to CPA to estate attorney—so everyone works together, with context and shared purpose.
Take the next step to achieving your financial goals.
Fida is only Fiduciary.
Not all financial advisors are the same.Some advisors earn commissions from selling products. Fiduciary advisors, on the other hand, are legally required to put your interests first—always. Every Fida advisor is a fiduciary.
So when you’re making big decisions for your family—like buying life insurance, setting up a trust, or planning for college—you can feel confident you’re getting advice you can trust.✅ No hidden sales agenda ✅ Fee-only, fiduciary advisors ✅ Aligned with your best interest
Brandon Parker, CFP®
Great Point Wealth Advisors
4.6 ⭐️ (8)
Financial Planning Estate Plans Retirement Plans
Maddi Keegan, CFP®, MBA
Frazier Financial Advisors
4.9 ⭐️ (14)
Tax Strategy Financial Planning Business Planning
Bryan Hasling, CFP®
Modern Financial Planning
4.8 ⭐️ (23)
Equity Comp Investment Management Life Planning
Advisor Interview Guide
Download our free interview guide to review important questions you should ask potential advisors.
For Whatever You Need
Fida advisors provide personalized one-time or ongoing support for growing families.
🍼 Life Insurance – Protect your loved ones with the right coverage
📜 Wills & Trusts – Set up essential legal safeguards for your children
🎓 College Savings Accounts (529s) – Start early, save smart
💰 Budgeting & Cash Flow Planning – Understand where your money’s going
🏡 Buying Your First Home – Know what you can afford
📈 Investing for the Long-Term – Build wealth without the stress
Start Small. Think Big.
Get matched with an expert who puts your interests first—giving you peace of mind, so you can focus on what truly matters: your family.
Fida is available anytime at
(888) 354-7115
©2025 Fida Wealth Inc. All rights reserved.
Share Your Needs
Tell us about your situation, needs, and goals. You only need 3 minutes.