Exposing financial myths through education.
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We’re a full-service Financial Advisory firm in Houston, Texas, focused on educating clients on the benefit of eliminating, or greatly reducing, volatility, fees, and taxes. Let’s build a strong, efficient financial future together.
Become an Advisor
To succeed as an advisor, you must understand your Contract, Training, and Culture. Without the right contract, even the best training loses its value—a tough position when your career and your clients' success rely on it. Ultimately, without the right contract and training, building a strong, positive culture becomes impossible.
Think you have what it takes?
Do you challenge the norm and question the status quo?
Do you thrive on taking control of your success and believe in your abilities?
Are you coachable and able to perform under pressure?
If you answered yes—or aspire to—The Fitzpatrick Group might be the perfect fit for you.
Become A Client
At The Fitzpatrick Group, education is our priority. Do you understand how volatility, fees, and taxes impact your financial future? By minimizing or eliminating these factors, we create a long-term strategy designed to keep more money in your pocket.
Why is education so important to us?
Financial planning has shifted from genuine guidance to product sales, while basic financial literacy has been overshadowed by misleading marketing. We believe you can recognize the difference and take control of your financial future.
Mission
Our mission is to empower clients through education. We take a strategic approach to debunking financial myths, helping clients make well-informed decisions. By consistently providing knowledge and staying committed to smarter financial strategies, we build lasting relationships and financial confidence.
Vision
Our vision is to drive meaningful change in the financial services industry while helping our clients achieve their dreams, earning national recognition along the way
Ethos
At The Fitzpatrick Group, Change is at the core of our mission. We take a strategic approach to challenging industry norms, empowering both advisors and clients with the right financial knowledge to drive meaningful transformation
