Meet the Team

Define Financial + Fidelity Investments®

“Have peace of mind knowing your retirement accounts are held with an established financial institution you can trust.”
~Taylor Schulte, Founder, Define Financial

Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit Fidelity.com.

1. Fidelity Investments provides clearing, custody, or other brokerage services to Define Financial through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
2. Working with Fidelity Investments gives Define Financial access to a wide range of institutional products and services at a low cost so we can effectively serve the needs of our clients.
3. Through our relationship with Fidelity Investments, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.

Our firm values the unparalleled support they provide to make sure we are giving our clients the best possible experience when working with our firm.

Click here for more information about Define Financial and Fidelity.