Our Story
At Strategic Financial Management, we are obsessed with the client experience, and we are fully committed to providing the next mile service to your wealth planning needs.
Our business begins with investigating and making sense of your financial position; yet, the greater joy lies in getting to know you, your family, and your aspirations and dreams, so that we can help you pursue your goals. We are grateful for the opportunity to add value to your life through the wealth planning process and look forward to working with you to help establish your family’s financial legacy.
History
Strategic Financial Management is an Augusta-based wealth management firm founded by Scott M. Fitzgerald in 2004. We provide you with the highest level of service by delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. These three words serve as a source of inspiration for everyone on our staff – and they drive what we seek to accomplish for our clients on a daily basis.
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.
Our Approach
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.