A complete list of active advisors currently associated with FIT Wealth Management

Warmer can help you find a great advisor at FIT Wealth Management or one who fits your needs even better.

FIT Wealth Management serves individual and high‑net‑worth clients with discretionary investment management and financial planning, and it also provides consulting, signal agreements, and separately managed account (SMA) services to other advisors and institutions. The firm generally manages client assets on a discretionary basis and produces periodic portfolio reports and reviews tied to clients’ objectives. Investment decisions are guided by a proprietary FIT Scoring System that combines fundamental and technical analysis to screen individual stocks, mutual funds, and ETFs, and the firm applies these systematic screens across client portfolios and consulting engagements. FIT requires written discretionary authorization and uses custodial services through a national broker‑dealer to execute and settle client trades. Compared with many peers, FIT discloses the use of borrowing (margin) and derivatives within its separately managed account strategies, and it offers signal agreements and SMA services to other advisors—services that are less common among similarly sized supported firms. The firm also discloses that a principal engages in licensed insurance sales and part‑time academic instruction in financial planning, with related conflicts disclosed and mitigated under its fiduciary policies.

To learn more about the advisors currently working at FIT Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.