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.
Jim Fitzgerald has been recognized as one of the top advisors in the country. Many thanks to our hardworking team here at Fitzgerald Financial Group and our incredible clients. We couldn’t have done it without you.
FORBES TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2022, OCTOBER 2021), BASED UPON DATA AS OF DECEMBER 31ST OF THE PRECEDING YEAR. FORBES "BEST-IN-STATE WEALTH ADVISORS" LIST (APRIL 2022), BASED UPON DATA AS OF 6/30/2021. RESEARCH AND RANKINGS DEVELOPED BY SHOOK RESEARCH, LLC. FINANCIAL TIMES “TOP FINANCIAL ADVISERS” LIST (APRIL 2020, APRIL 2019), PRODUCED ANNUALLY BY IGNITES RESEARCH, ON BEHALF OF THE FINANCIAL TIMES. DATA AS OF JUNE 30TH OF THE PRECEDING YEAR. NORTHWESTERN MUTUAL & ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING LISTS, BUT DO PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.