The Fitz Group is a US-based Registered Investment Advisor (RIA) that offers comprehensive wealth management services to individuals, families, and business owners. Founded by Jon Fitzpatrick, the firm operates on a fee-only basis, emphasizing a disciplined, evidence-based investment philosophy. Their services encompass financial planning, investment management, estate planning, and risk management, aiming to provide clients with a clear and simplified path to achieving their financial goals.

Founded in

United States