Jorie Pitt CFP®, CeFT®

Partner and Senior Wealth Advisor

Based in Lisle, Jorie helps individuals and families navigate retirement, inheritance, sudden wealth, loss of a spouse, and other significant financial transitions

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Jorie Typically Helps

Individuals approaching retirement, retirees creating income plans, families navigating inheritance, people managing sudden wealth, widows and widowers, clients seeking guidance during a major life transition

Serving Clients in

Chicago • Naperville • Hinsdale • Nashville • Franklin • Communities throughout Chicagoland and Middle Tennessee

Available nationwide through virtual meetings

Questions Jorie Helps Answer

How can I prepare for retirement and create sustainable income?
How should I integrate an inheritance or other sudden wealth into my plan?
How can I organize my finances after the loss of a spouse?
What tax-planning opportunities should I consider?
How can I create a clear plan during significant financial change?

Terry L.

08/19/2026

We could not be happier with the work that Jorie and Mission Wealth have done for us. After 10 years, she has become part of our extended family. Security and confidence is what we were looking for and we couldn’t imagine being with anyone else.

Dan P.

08/17/2026

Jorie Pitt is very professional, knowledgeable and responds to questions and needs quickly. Mission Wealth’s partners in Medicare and Cybersecurity differentiates their value over many others. The webinars they sponsor for investment options, updates, cybersecurity, AI etc. are beneficial and assuring.

Kathleen L.

04/23/2026

Working with Jorie Pitt and your company has been an outstanding experience. Jorie is smart, dedicated and extremely caring. She and her team have allowed us to full fill our dreams!

Merrill S.

03/13/2026

I switched to Mission Wealth three years ago after feeling very much like an afterthought at a very prestigious wealth management company headquartered in Chicago. The difference in care, attention, expertise has been night and day. Specifically, Jorie Pitt has guided my finances and has given me the financial intelligence to feel confident in my retirement. I am so happy with my decision and recommend Mission Wealth to anyone who is seeking the security of true financial management.

Devery K.

03/12/2026

I'm very happy that we moved to Mission Wealth to help us navigate into our retirement years. Their investment strategies and market insight have been everything I hoped. Jorie Pitt, our wealth management partner, has been the cornerstone to that success. In the past my wife didn't engage with previous financial planners, but agreed to come for 5 minutes of my first meeting with Mission Wealth. Jorie's personality, professionalism, and knowledge of our investments were incredible. My wife stayed for the entire meeting and now looks forward to them. In additional to top shelf wealth management services, Jorie and Mission Wealth have given me peace of mind knowing we made the right choice and are in good hands.

Linda P.

02/05/2026

Jorie has been a blessing to us. She is so helpful and knowledgeable.

Larry M.

01/21/2026

Mission Wealth and my advisor Jorie Pitt have done an outstanding job managing my investments and returning what I consider to be exceptional returns while keeping me informed of all moves. Additionally Mission Wealth is assisting with my annual tax preparation; a service that I am very grateful for. Thank you to Jorie, her team and all of Mission Wealth.

Jan F.

11/11/2025

I’ve entrusted my retirement plan to Jorie Pitt for a dozen years now. In addition to doubling my investments, she has provided me with advice to make my legacy secure for the next generations.

Andy T.

09/11/2025

Although I appreciate Mission Wealth's holiday card, you (and your team) are what I am really thankful for. You take the worry out of one of my most important items in retirement. I am so lucky to have you as my retirement money liaison. You are very knowledgeable, thoughtful, kind, upbeat, and straightforward with me. I greatly appreciate all of your attributes.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

Jorie Pitt is a skilled and experienced Partner and Senior Wealth Advisor at Mission Wealth, serving clients in the Chicago, Illinois and surrounding area. She offers personalized financial planning and investment portfolio management to help clients achieve their unique financial goals. With a focus on building lasting relationships, Jorie collaborates closely with clients to provide comprehensive and customized advice. Her passion for helping clients improve their financial security and quality of life is evident in her work.

I am privileged to make a significant difference in my clients' lives by guiding them through important financial decisions and life events. I find my work highly fulfilling, especially as I help clients navigate milestones such as job promotions, weddings, funding their children's education, and retirement planning. Earning and maintaining my clients' trust is of utmost importance to me, which is why I always put their best interests first.

—Jorie Pitt, Partner and Senior Wealth Advisor

Jorie’s Frequently Asked Questions

What should I expect when I begin working with Jorie as my financial advisor?

Clients can expect a genuine partnership centered on listening, understanding their needs, and helping them define both their financial and personal goals. Jorie provides guidance throughout the decision-making process and helps clients feel informed and confident as they move toward what matters most to them.

Will I work directly with Jorie, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Jorie if I live outside Lisle or my situation is not listed above?

Professional Background

Jorie Pitt is a Certified Financial Transitionist (CeFT^®) with a focus on assisting clients who are going through significant financial changes in their lives. She specializes in working with clients who have recently inherited wealth and require guidance on creating a plan to manage their newfound assets. Additionally, Jorie is highly skilled in helping individuals who have lost a spouse or life partner. She guides them through the challenging and often prolonged process of redefining their daily life and financial goals. With her expertise, Jorie provides valuable support and direction to her clients during these complex life events.

Jorie graduated in 2003 from the University of Illinois which she attended as a Chick Evans Scholarship recipient and is designated as a CERTIFIED FINANCIAL PLANNER™.

Personal Pursuits

Jorie was born and raised in the Chicagoland area but has since relocated to Lebanon, Tennessee with her husband, Stephen. Jorie loves to indulge in a good book, as well as catch a musical theater performance or country music concert. Weekends and evenings are dedicated to tending her Tennessee “mini farm” with her husband.

Community Impact

Jorie and her husband rescued Bosco in 2015 and have been passionate about animal rescue ever since.

Jorie has been an active participant in the financial planning field for many years. In particular, she served as a former President of the Financial Planning Association of Illinois, where she has demonstrated her leadership and commitment to the financial planning community.

Videos by Jorie Pitt

Merger Considerations & Contributions with Jorie Pitt | Mergers & Acquisitions at Mission Wealth

Request an introduction to Jorie Pitt.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Jorie Pitt and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction