Fitch & Strong Group

The Fitch & Strong Group is a trusted advisor and partner for retirement plan sponsors, dedicated to helping them manage their retirement plans and focus on what they do best - running their companies. Our team of experienced professionals offers a wide range of services, including estate planning, life insurance, individual investing, and plan sponsor planning, to help our clients achieve their financial goals.

Our Mission

Our mission is to bring business and individual retirement planning to business owners and their employees. We were founded in 2009 by Matt and Bryan, who originally partnered at Wells Fargo private client service group. Over the years, we have expanded our team to include experienced professionals like Sean Daly, Amanda Luke, and Jon Jandro, who share our commitment to providing exceptional customer service and expert guidance.

Our Services

We offer a comprehensive range of services to help our clients plan for their future. Our estate planning services are designed to help individuals and families protect their assets and ensure a smooth transition of wealth. Our life insurance services provide our clients with the peace of mind that comes with knowing they have a safety net in place. Our individual investing services are tailored to meet the unique needs of each client, whether they are just starting out or approaching retirement.

For plan sponsors, we offer a range of services to help them manage their retirement plans, including plan design, implementation, and administration. We also provide participant planning services to help employees make informed decisions about their retirement savings. Our goal is to help our clients create a secure financial future, and we are committed to providing them with the expertise and guidance they need to achieve their goals.

Our Team

Our team of experienced professionals is dedicated to providing our clients with exceptional service and expert guidance. From estate planning to life insurance, individual investing to plan sponsor planning, we have the knowledge and skills to help our clients achieve their financial goals. Our team is led by Matt Fitch, Senior Financial Planner and Retirement Planning Consultant, who has years of experience in the industry.

Our Values

At the Fitch & Strong Group, we are committed to building long-term relationships with our clients, based on trust, integrity, and a deep understanding of their unique needs and goals. We are dedicated to providing exceptional customer service, and we strive to be a trusted advisor and partner to our clients.