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

About Fideles Advisors

Insurance Distribution Focused Advisory Expertise

Your Trusted Guide in the Insurance Landscape

At the heart of Fideles Advisors lies our name's origin — "Fideles," a Latin term that means "the faithful." This ethos is the cornerstone of our identity, shaping our steadfast dedication to our clients' visions and our unwavering commitment to creating tangible value.


Our executive experience within leading international and national insurance aggregators has given us invaluable insights and honed our acumen in navigating the complex landscape of insurance distribution. It's this very expertise that we bring to your doorstep, promising solutions that are calibrated for maximum profitability, sustainable growth, and operational excellence — all while sidestepping common industry setbacks and overlooked vulnerabilities.


We consider ourselves more than advisors; we are the strategic extension of your team. Utilizing a data-centric strategy, we help guide your business into the most effective distribution channels, ensuring your organization not only thrives in generating revenue but also in capturing greater market share and widening your customer reach. 

Unlock Scalable Growth and Profitability with Expert Insurance Advisory

Our Advisory Team

Robert W. Smith

Robert W. Smith

Robert W. Smith

 Actionable decision-making frameworks designed to connect operational choices and targeted outcomes, financial and otherwise.

Colleen O'Hara

Robert W. Smith

Robert W. Smith

Aligning strategic goals with operational processes and marketing tactics to foster measurable and scalable growth. 

Tim Lovett

Robert W. Smith

Tim Lovett

Optimizing technology and operational strategies to drive scalable growth and enhance business performance across the insurance industry.

Insights for Sustainable Growth & Operational Excellence

Management Consulting

 At Fideles Advisors, we pride ourselves on our track record of guiding hundreds of agents, brokers, and intermediaries toward significant improvements in growth, operational effectiveness, and efficiency. Our advisory and advocacy approach is tailored to enhance the scalability and sustainability of distribution assets to ensure long-term success.  

Fundamentals of Success: Data, Technology, and Systems Integration

At the core of high-performing distribution lies the strategic use of data, the thoughtful choice of systems, and the seamless integration of technology. These are more than just tools; they are the critical elements of success in a digital-first economy.

Customized Pathways to Elite Performance

Achieving the pinnacle of performance requires a distinctive roadmap, one that is as unique as your business. Fideles Advisors begins this process with a deep situational analysis, examining your business's current standing, market opportunities, leadership vision, and an array of critical elements including:

  • Organizational Culture
  • Resource Allocation
  • Legacy Systems and Ecosystem
  • Financial Health

Strategic Framework Development and Execution Support

  Crafting a strategic framework that captures the essence of your business and market dynamics is only possible with seasoned judgment and discernment. Our experience, derived from supporting a diverse range of distribution businesses, informs the development of a strategic roadmap customized to your needs and focused on your desired outcomes. 


We don't stop at planning. Leveraging our expertise and influence, Fideles Advisors partners with you and your teams to provide collaborative execution support, turning insights into action.

M&A Advisory: Asset Acquisition and Sale

Fideles Advisors is at the forefront of trends, valuations, and transaction activity amongst the investor and acquirer channel. We have deep understanding of the qualities and performance metrics that present-day buyers find attractive in an agency, including economic and profit indicators, formulas for deal multiples and terms. 


We go beyond merely ensuring a lucrative financial deal; our expertise lies in delivering candid, straightforward advice, and personalized recommendations that others in the sell-side spectrum may hesitate to offer. Whether your vision entails retiring with a substantial financial cushion or continuing to have a hand in business operations, we're committed to identifying and aligning with buyers who not only meet your immediate financial objectives but also resonate with your long-term aspirations for the venture.


For investors and acquirers, Fideles Advisors has the proven experience in evaluating agencies with a vision toward future alignment, management of turnaround and distressed assets along with deal review and negotiations. Our advisors are experts on the latest insurance brokerage industry trends and have insider experience on agency operations to search and screen for the right fit for your strategic objectives. 

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