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Matthew Fitzgerald Joins Uptick Partners, Launches Holistic Planning Practice

Published 2 days ago via Business Wire

Matthew Fitzgerald, who previously managed over $100 million in client assets at Edward Jones, departed on March 31st to establish the next Holistic Planning branch location. Fitzgerald is now the 6th advisor to join the growing Uptick Partners platform.

The new location serves clients nationwide, integrating investment management with income tax planning and preparation as well as estate planning services.

"I decided to create a practice that allows me to take a more comprehensive approach to financial planning," said Fitzgerald. "By incorporating tax and estate planning alongside investment management, I can better serve clients with truly integrated wealth solutions. The Uptick Partners platform provides the independence and resources I need to deliver this holistic approach."

Fitzgerald's venture reflects the growing trend of advisors expanding beyond traditional investment management to address clients' complete financial pictures.

"We are delighted to welcome Matthew to the Uptick family," said Jason Barber of Uptick Partners. "His vision for comprehensive wealth management aligns perfectly with our mission to support advisors who want to provide more value through independent, holistic services."

As a member of the Uptick Platform, Holistic Planning benefits from competitive economics, transition support, and advisor-friendly technology. Under the Uptick Guarantee, Fitzgerald receives 100% payout until his income returns to previous firm levels.

About Uptick Partners Uptick Partners, based in Nacogdoches, Texas, offers financial advisors the freedom to build independent advisory practices. Through its unique platform, Uptick provides transition support, competitive economics, and resources that empower advisors to serve clients with the highest level of care.

About Holistic Planning Holistic Planning offers comprehensive wealth management services that integrate investment management with tax and estate planning. Matthew Fitzgerald leads the Sedona branch, providing clients with a truly holistic approach to financial wellness.

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