Matthew Fitzgerald (CEPA, CFP®)

Additional Information

Are you seeking a financial advisor who puts your interests first? Matthew Fitzgerald, CFP® provides fee-only fiduciary financial planning services in Sedona, Arizona, with a holistic approach that goes beyond traditional investment management. As a fiduciary, he is legally bound to act in your best interest at all times, ensuring every recommendation serves your financial well-being, not commission-based incentives.

What sets this practice apart is the commitment to understanding what truly matters to you. Rather than focusing solely on numbers and returns, Matthew takes time to uncover the deeper motivations behind your financial goals—whether that's optimizing your tax strategy, developing a comprehensive estate plan, or creating a customized investment approach that breaks away from cookie-cutter solutions. This comprehensive approach balances your emotional needs, current situation, and long-term objectives to guide you through even the most complex financial decisions with confidence.

Clients benefit from personalized service rooted in genuine care and attention to detail. Every financial plan is tailored to your unique circumstances, with clear communication and transparent guidance throughout the process. You'll work with someone who understands that financial planning isn't just about wealth accumulation—it's about creating the life you envision for yourself and your family. With Matthew's dedication to providing reassurance and clarity, you can feel confident knowing your financial future is in capable, trustworthy hands.