Savant Wealth Management
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J. Samuel Fitch

CFP®

Financial Advisor / Member Owner

205.208.8700

Overview

Financial advisor J. Samuel “Sam” Fitch works in Savant’s Birmingham, Alabama, office, where he focuses on comprehensive financial planning for individuals and families. As a CERTIFIED FINANCIAL PLANNER® professional, he guides clients through wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, and retirement income optimization.

Sam has worked in the financial services industry for more than 30 years. He was a partner at Bridgeworth from 2015 until it joined Savant in 2023. Prior to joining Bridgeworth, he helped launch a wealth management division at a Birmingham accounting firm, growing assets under advisement to more than $1 billion. Over the course of his career, he has worked with hundreds of families to help them define financial goals and chart a path toward achieving them.

Sam is a member of the Financial Planning Association of North Alabama. He enjoys volunteering with local charitable organizations and ushering at Church of the Highlands.

A Birmingham native, Sam earned a bachelor’s degree in business administration from Samford University in Birmingham. He and his wife, Joy, have three adult children who also live in the Birmingham area.

Areas of Focus

J.’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

Education

  • Samford University
    Bachelor of Science in Business Administration

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional

Affiliations

  • Financial Planning Association of North Alabama – member
  • Church of the Highlands – usher

Insights & Perspectives

Thought leadership on wealth management, tax strategy, and financial planning.

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Office Locations

Serving clients from our Birmingham office.

Birmingham

101 25th Street North
Suite 100 Birmingham, AL 35203
t. 205.208.8700

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Disclosures

CFP®

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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