Partnering to achieve your financial objectives.

Fitzgerald Team

Our goal is to help strengthen the financial security and significantly improve the financial future of the families and business who honor us with their trust.

We accomplish this by:

  • Building a solid foundation for a lifelong relationship, which begins with a mutual understanding of your personal and financial goals.
  • Fostering an environment of honor and mutual respect.
  • Continuously seeking the highest level of knowledge as it relates to our fields of expertise.
  • Embracing change as it relates to the best interests of our clients while remaining passionate toward our ideals.

Our team has been providing financial guidance to the Greater Richmond area since 1985. In addition, we have helped individuals, families, and businesses achieve financial success in 28 other states.

We are grateful that our success is directly related to how we can impact the families and businesses in our community.


Financial Times Top Advisors of 2019

Jim Fitzgerald named one of the best advisors. - His dedication and passion for putting clients first and helping them live the life they want has made him a top financial advisor in the industry. Congratulations!

The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.