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PARTNERING TO ACHIEVE YOUR FINANCIAL OBJECTIVES.

 

Our goal is to help strengthen the financial security and significantly improve
the financial future of the families and business who honor us with their trust.

We accomplish this by:

 * Building a solid foundation for a lifelong relationship, which begins with a
   mutual understanding of your personal and financial goals.

 * Fostering an environment of honor and mutual respect.

 * Continuously seeking the highest level of knowledge as it relates to our
   fields of expertise.

 * Embracing change as it relates to the best interests of our clients while
   remaining passionate toward our ideals.

Our team has been providing financial guidance to the Greater Richmond area
since 1985. In addition, we have helped individuals, families, and businesses
achieve financial success in 28 other states.

We are grateful that our success is directly related to how we can impact the
families and businesses in our community.

Meet The Team
Schedule a Meeting
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Jim Fitzgerald has been recognized as one of the top advisors in the country.
Many thanks to our hardworking team here at Fitzgerald Financial Group and our
incredible clients. We couldn’t have done it without you.

FORBES TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2022, OCTOBER 2021),
BASED UPON DATA AS OF DECEMBER 31ST OF THE PRECEDING YEAR. FORBES "BEST-IN-STATE
WEALTH ADVISORS" LIST (APRIL 2022), BASED UPON DATA AS OF 6/30/2021. RESEARCH
AND RANKINGS DEVELOPED BY SHOOK RESEARCH, LLC. FINANCIAL TIMES “TOP FINANCIAL
ADVISERS” LIST (APRIL 2020, APRIL 2019), PRODUCED ANNUALLY BY IGNITES RESEARCH,
ON BEHALF OF THE FINANCIAL TIMES. DATA AS OF JUNE 30TH OF THE PRECEDING YEAR.
NORTHWESTERN MUTUAL & ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING
LISTS, BUT DO PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE
RATING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT
SUCCESS.


CONTACT US

3901 Westerre Parkway, Suite 300
Richmond, VA 23233
Office (804) 762-7032

TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS
FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK

Visit our CLIENT RELATIONSHIP SUMMARIES (Form CRS) which provide brief
information about our firms that provide brokerage services and advisory
services.

Securities and Mutual Fund orders can only be placed by phone or in person. We
will not process orders sent electronically, including but not limited to,
communications sent via the Internet, mobile and cellular technologies, and
electronic mail. Also, communications transmitted by you electronically
represents your consent to two-way communication by electronic means. If you
receive communications in error, please contact the sender and delete the
material from any electronic means on which it exists.

© 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720
East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Depending on the products and/or services being recommended or considered, refer
to the appropriate disclosure brochure for important information on the
Northwestern Mutual Wealth Management Company, its services, fees and conflicts
of interest before investing. To obtain a copy of one or more of these
brochures, contact your representative.

James Michael Fitzgerald, Terry Johnson Byrd, James Campbell Darling, Meghan F
Harrell, Logan F Lipscombe and Elizabeth F Lipstock use Fitzgerald Financial
Group as a marketing name for doing business as representatives of Northwestern
Mutual. Fitzgerald Financial Group is not a registered investment adviser,
broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is
the marketing name for The Northwestern Mutual Life Insurance Company,
Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance
with long-term care benefits) and its subsidiaries. James Michael Fitzgerald,
Terry Johnson Byrd, James Campbell Darling, Meghan F Harrell, Logan F Lipscombe
and Elizabeth F Lipstock provide investment advisory services as Advisors of
Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a
subsidiary of NM and federal savings bank. James Michael Fitzgerald, Terry
Johnson Byrd and Elizabeth F Lipstock are Agents of Northwestern Long Term Care
Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM.
James Michael Fitzgerald, Terry Johnson Byrd, James Campbell Darling, Meghan F
Harrell, Logan F Lipscombe and Elizabeth F Lipstock provide investment brokerage
services as Registered Representatives of Northwestern Mutual Investment
Services, LLC (NMIS), a subsidiary of NM, registered investment adviser,
broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). James Michael
Fitzgerald, Terry Johnson Byrd, James Campbell Darling, Meghan F Harrell, Logan
F Lipscombe and Elizabeth F Lipstock are Insurance Agents of NM.

Northwestern Mutual Private Client Group is a select group of Northwestern
Mutual advisors and representatives. Northwestern Mutual Private Client Group is
not a registered investment adviser, broker-dealer, insurance agency, federal
savings bank or other legal entity.

The products and services referenced are offered and sold only by appropriately
appointed and licensed entities and financial advisors and representatives.
Financial advisors and representatives and their staff might not represent all
entities shown or provide all the products or services discussed on this
website. Not all products and services are available in all states. Not all
Northwestern Mutual representatives are advisors. Only those representatives
with "Advisor" in their title or who otherwise disclose their status as an
advisor of NMWMC are credentialed as NMWMC representatives to provide investment
advisory services.

James Michael Fitzgerald, Terry Johnson Byrd, James Campbell Darling, Meghan F
Harrell, Logan F Lipscombe and Elizabeth F Lipstock are primarily licensed in VA
and may be licensed in other states.

James Michael Fitzgerald CA License: 0B74433 NPN: 1632830

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®
certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the
CFP® certification mark (with plaque design) logo in the United States, which it
authorizes use of by individuals who successfully complete CFP Board's initial
and ongoing certification requirements.

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