A complete list of active advisors currently associated with Fitch Financial Advisors LLC

Warmer can help you find a great advisor at Fitch Financial Advisors LLC or one who fits your needs even better.

Fitch Financial Advisors LLC provides written financial planning, investment planning and portfolio management alongside tax preparation and representation for individuals and related entities, including trusts, foundations and retirement plans. Services are offered either as finite financial planning projects or as ongoing engagements that include portfolio design, recommendations and periodic reviews. Advice is individualized and may be implemented on a non‑discretionary or discretionary basis; as of 12/31/2023 the firm reported $17,153,342 under discretionary management and no non‑discretionary assets. Investment work largely uses managed vehicles such as mutual funds and ETFs and employs an active, medium‑to‑long‑term approach that blends fundamental, technical, charting and cyclical analysis. Distinctive features include a near-even split of firm time between financial planning and tax preparation/representation, and a principal who holds CFP and Enrolled Agent credentials, supporting integrated tax and retirement‑income planning. The firm is a small, long‑established single‑advisor practice with a limited client base, does not vote client proxies, and reports it does not aggregate trades because trading volumes are insufficient to obtain reduced transaction costs.

To learn more about the advisors currently working at Fitch Financial Advisors LLC, 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.