About Strategic Financial Management
Strategic Financial Management is an Augusta-based wealth management firm founded by Scott M. Fitzgerald in 2004. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is to simultaneously enlarge and simplify our clients’ financial lives so that they can be fully vested in what matters most to them.
Our team at Strategic Financial Management is dedicated to serving clients to the best of our abilities. We are passionate about cultivating relationships and helping people realize their financial goals. Our unique approach allows us to maximize the value we offer as financial professionals.
No one strategy is right for everyone, which is why every client gets our undivided attention-from planning to execution to follow-up. We use the most efficient methods to proactively develop a strategy to address your financial goals and objectives.
Contact us to schedule a free consultation and find out if we can help you begin to realize your financial potential.
What We Do Differently at SFM:
We Strategize for Success
Every financial story is unique and complex. We are here to help make sense of the impact of your past financial decisions, and to write a present and future financial narrative that includes clarity, peace, balance and security for you and your loved ones. With careful evaluation of your plan through any life changes, our team will continue to ensure that you are on track towards your goals.
We Speak with Clarity
Regardless of their relative financial positions, many people carry uncertainty about whether they are truly making the wisest decisions with their money. Our team speaks your language, and we are committed to providing on-going, understandable and transparent communication of the who/what/why/when and how we handle your money. Through utilization of unique and powerful technology options, you will be able to stay informed on the markets and know what’s happening with your investments at the click of a button.
We Provide Straightforward Fees
We believe you should know and understand our fee structure, so that you are able to make an informed decision relative to the value of our investment advice and your financial goals. Our straightforward, fully-disclosed fees offer you the assurance necessary to trust us with the wealth planning process, investment strategies, risk management solutions and other services that will help you achieve your financial goals.
We Give Next Mile Service
We are obsessed with the client experience as it relates to financial health and wealth, and we are committed to working side by side with you to accomplish your financial goals. Whether by working together with your other advisors or by providing holistic wealth planning services, we’re here to offer simplicity and clarity to the financial picture for you and your loved ones.
We Strive for Excellence
Our team that serves you is knowledgeable and we have many accolades from Forbes, Barron’s, Financial Times and WealthManagement.com that rank us among the top in the nation.* Our mission is to simultaneously enlarge and simplify your financial life so that you can be fully vested in what matters most to you.