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      • Robert W. Smith
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  • Home
  • About
  • Our Services
  • Our Advisors
    • Robert W. Smith
    • Colleen O'Hara
    • Tim Lovett
  • Client Outcomes
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  • Contact

Insurance distribution strategic advisory and advocacy.

Insurance distribution strategic advisory and advocacy. Insurance distribution strategic advisory and advocacy. Insurance distribution strategic advisory and advocacy.

 Empowering insurance-focused business  through distribution channel IQ.

Learn More

Insurance distribution strategic advisory and advocacy.

Insurance distribution strategic advisory and advocacy. Insurance distribution strategic advisory and advocacy. Insurance distribution strategic advisory and advocacy.

 Empowering insurance-focused business  through distribution channel IQ.

Learn More

Organic Growth, Profitability, Sustainability, & Scalability

Premier Partner for Success In Insurance Distribution

Fideles Advisors is a premier partner for insurance-centric organizations aiming to grow their market presence, amplify profitability and achieve scalability within the industry. As a specialty advisory resource, we deliver strategic insight, fostering influential relationships and dedicated advocacy within the insurance distribution channel to our clients.


We have a collection of unique insider perspectives gained from various roles within the distribution ecosystem, including nearly a decade spent with two of the most rapidly growing serial acquirers in the insurance space.


Our experience includes transforming underperforming entities into high-growth practices, leading major financial, operational and growth initiatives across a network of nearly a thousand insurance agencies, and constructing powerhouse marketing teams that redefine success. 


We don't just advise—we actualize. 

About Fideles Advisors

Our Mission

Our Advisors

Our Advisors

  Our mission is to leverage a cumulative 40 years of experience to provide exceptional value to businesses, aligning and organizing around priorities, resources, and constraints. We are faithful to the objectives and priorities of our clients’ businesses and honor our commitments by delivering value that improves profitability, growth, and performance 

Our Advisors

Our Advisors

Our Advisors

 We have a collection of unique insider perspectives gained from various roles within the distribution ecosystem, including nearly a decade spent with two of the most rapidly growing serial acquirers in the insurance space.

Our Approach

Our Advisors

Our Approach

  Through our in-house expertise and deep understanding of the dynamics of distribution assets, our strategic advisory and advocacy services are comprehensive and bespoke, ensuring we can unlock the full potential of your enterprise.

Why Fideles Advisors?

"Now more than ever, mastering the construction and maintenance of your distribution strategy is the difference between success and failure in insurance and risk management.  The impacts of brokerage M&A, growth in E&S, and the widespread proliferation of the MGA model have changed the game, and refocused the need for true subject matter expertise at the helm of your GTM motion.  Both Colleen and Rob at Fideles Advisors bring years of relationship equity and real-life experience to bear for both insurtechs and new ventures, as well as legacy players and capital providers in the VC and PE verticals.  Working with Fideles Advisors allows clients to learn, improve, and succeed."


James C. Riviezzo

Head of National Broker Relations, At-Bay

Contact Us

Contact Us

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