CFP®
Financial Advisor / Member Owner
Trying to make important financial decisions is a stressful process for many people. My role is to help my clients articulate their goals, implement their plan, and help them navigate life's unexpected challenges.
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.
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.