Partnering to achieve your financial objectives.

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 Best-In-State Wealth Advisors 2022
Forbes Top Financial Security Professionals 2021
Financial Times Top Advisors of 2020

Also recognized in 2019

Cattle Baron's Ball 2021 logo

Join us as we take cancer by the horns! Jim and Kappie Fitzgerald are honored to be the Co-Chairs for the American Cancer Society’s 2021 Richmond Cattle Baron’s Ball. Visit to learn more about how to get involved and support pediatric cancer research.