A message from Matthew Fitzgerald.
I’m excited to announce my affiliation with Holistic Planning. This move is driven by my deep commitment to providing the highest level of service to my clients, and I believe Holistic Planning’s comprehensive approach to financial guidance aligns perfectly with my values and vision.
A Message From Matthew
Over the years, I’ve realized that many of the financial challenges people face extend beyond investment management alone. Tax planning, retirement strategies, and estate planning are all intricately connected, and they deserve an advisor who can address these needs holistically. Holistic Planning provides me with the tools, resources, and independence to offer fiduciary-level financial advice and integrated tax planning, ensuring that I can truly serve my people’s best interests without the constraints.
“I’ve always searched to find what is best for our clients, and now I can truly be a fiduciary.”
—Matthew Fitzgerald
This decision reflects my desire to provide value and to be a true partner in helping you navigate the complexities of your financial future. I am looking forward to working together in this exciting new chapter.
To schedule a call and discuss how we can help you, please feel free to book a time on my calendar.
FAQ
Frequently Asked Questions
As a previous client, can I keep working with you?
Of course, I affiliated with Holistic Planning to better serve clients, and you have a choice on who you decide to entrust with your wealth. Feel free to reach out at (928) 254-4000.
Why didn't you notify clients you were changing firms?
Many banking and brokerage institutions have policies that restrict advisors from informing clients about their departure in advance due to employment agreements and, more specifically, an industry agreement known as a Broker Protocol. The Broker Protocol is an agreement established in the financial industry that outlines the protocol for advisors to follow when transitioning from one firm to another, particularly regarding client communication and confidentiality. While I regret not being able to forewarn you of my change, as an independent financial advisory firm, Holistic Planning prioritizes your interests above all else and acts as a fiduciary in working with you. I am now empowered to proactively communicate any significant changes in our relationship with you and promise to do so going forward, given I am no longer beholden to corporate restraints. Transparency is fundamental to our firm’s culture, and I’d be happy to answer any questions at your convenience.
Why did you decide to go independent and affiliate with Holistic Planning?
I decided to become an independent financial advisor to prioritize clients’ best interests. My goal in affiliating with Holistic Planning was to enhance the value I can deliver to clients by seamlessly coordinating all pieces of a client’s financial plan and wealth management strategy in an effort to provide better outcomes for them, their family, and their legacy. I firmly believe that becoming an independent advisor is the best way to help clients achieve their goals while also building deep and long-standing relationships that go beyond financial matters.
How do I contact you, and where are you located now?
You can reach me at (928) 254-4000 or come by the office located at 1785 W State Route 89A, Suite 2F, Sedona, AZ 86336.
What safeguards are in place to protect my money?
Raymond James serves as the custodian of your account, which means they’re responsible for securely holding your assets. With over $1.5 trillion in assets under management, they have the scale, experience, and infrastructure to prioritize security at every level. They offer layered protection through SIPC coverage (up to $500,000, including $250,000 for cash), additional insurance through Lloyd’s of London, and FDIC insurance for eligible deposits. Most securities are held electronically in your name using trusted custodians, and your information is safeguarded through strict privacy protocols, 24/7 system monitoring, and regulatory oversight. Raymond James has maintained a strong reputation for conservative management and client-first service since 1962.