The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms.
At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members – the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans.
FSI’s total concentration on advocacy in Washington, D.C. and throughout the United States delivers the highest possible return on investment for our members. In the last year alone, we have:
Our vision is that all individuals, regardless of their level of wealth, have access to competent and affordable financial advice, products and services delivered through an independent financial advisor affiliated with an independent financial services firm. Our strategy supports our mission and vision through robust involvement in FINRA governance, vigorous engagement in the electoral and regulatory process and effective influence on the legislative process.
Our members are our greatest asset in the ongoing effort to successfully engage with regulators and legislators. Our grassroots efforts include:
Learn how to get involved at our Advocacy Action Center to make a difference for our industry, your business and your clients.