Better Planning for Professionals and Families

Fitzallen has been our financial advisor for over 5 years and we would highly recommend him for your investment needs. Our recommendation of Fitzallen is based on the fact we know him to be genuine, professional, informed, and honest. His skills and personality reflect the kind of individual we want to manage our investment portfolio. More importantly, we trust his advice each time we rebalance our investments for tax changes, fund performance, or market trends.

If financial literacy and financial stability are personal goals you want to achieve, you will want someone like Mr. Sutton in your corner. His professional yet friendly approach helps me to better understand my finances and to better plan for my future. He is committed to serving his clients and can effectively balance the unique needs of each client with the realities of the market. I recommend him to everyone I know!

I was introduced to Fitzallen in 2012 when my wife and I were getting married. He provided us with tax-friendly strategies, which allowed us to pay off our medical school debt and save for our first home. Fitz is extremely patient, hard-working, and an overall great person, we look forward to working with him for years to come.

It's been an amazing experience working with Fitzallen over the past 10 years. I started working with him soon after starting my career as a registered nurse. I am currently in the role of a clinical manager. When I first met him I had very little knowledge or experience making financial decisions. Fitz has demonstrated great patience and knowledge, helping me to better invest in my family and future. He is responsive and available to re-evaluate goals and plans in a very understanding and non-judgmental way. I recommend him to anyone looking to grow financially with an advisor who genuinely cares about his client's success.

Fitzallen takes the time to get to know you, figure out your financial goals and what actions you are comfortable with. After tailoring a plan to suit your needs, he explains and shows you in a way you can understand why it’s a good choice for you. Fitzallen is a great financial advisor and an even better person. I would recommend him to anyone looking to invest in their future!