Exposing financial myths through education.
Built on Trust. Driven by Purpose.
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.
Become A Client
At The Fitzpatrick Group, education is our top 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.
We believe great decisions start with the right resources. Whether you’re exploring helpful tools, staying informed, or looking ahead to what’s coming next, each option here is designed to keep you connected and moving forward with confidence.
-
Stay informed, inspired, and one step ahead.
Our newsletter delivers timely insights, financial education, and updates from The Fitzpatrick Group - all designed to support confident, informed decisions.
From firm news and upcoming events to market perspectives and engaging financial information, it’s a simple way to stay connected and empowered on your financial journey.
-
Our in-house calculator shows you the real numbers behind your retirement—factoring in volatility, fees, and taxes. Curious how it impacts your future? Give it a try and see for yourself.
Retirement planning isn’t just about projections—it’s about understanding the impact of volatility, fees, and taxes. Our in-house calculator helps reveal a more realistic outlook so you can plan with confidence.
Want to truly test out the numbers?
-
We’re just getting started. In the months ahead, we’ll be rolling out new ways to stay informed and connected, including original podcasts, expanded educational content, and other resources designed to bring clarity to complex financial topics. Check back often—what’s coming next is built to inform, empower, and keep you one step ahead.
Uncover the IMPACT of how VOLATILITY, FEES, and TAXES may be effecting your portfolio.
Market volatility, investment fees, and taxes can influence portfolio outcomes over time—often in ways that aren’t immediately visible. Market fluctuations may affect returns and investor behavior, while ongoing fees and tax drag can reduce the amount of growth an investor ultimately keeps. Understanding how these factors interact helps set realistic expectations and evaluate long-term strategies. Learn more about the variables that can impact your portfolio.