Eric Fitzgerald (CFP®)

Eric Fitzgerald focuses in the
following client markets or areas of practice:

AUM

Financial Psychology/Coaching

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

We help individuals manage and preserve their assets through sound investment management and financial planning advice. As a "fee only" planner our only compensation comes directly from our clients and not through the sale of products assuring them that all recommendations are unbiased. In addition, as a Registered Investment Advisor we are held to a Fiduciary Standard, so we must keep all clients interests first.