Exposing financial myths through education.
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We are a full service Financial Advisory firm located in Houston, Texas. We approach every client situation with education and specialize in strategies to reduce the impact of taxes, fees, and volatility, on their financial plans. Let’s build a strong, and efficient financial future - together.
Become an Advisor
To be a successful advisor you must understand your Contract, Training, and Culture. Without the right Contract, your Training is irrelevant. That is a difficult position to be in because your entire career, and the success of your clients, will be based on your Training. Consequently, without the right Contract and Training, a positive Culture is impossible.
Learn the difference.
Think you have what it takes?
Are you a challenger? Do you often question the status quo?
Do you enjoy being in control of your own success? Are you confident in your abilities?
Are you coachable? Can you perform under pressure?
If you answered yes, or WANT to answer yes, The Fitzpatrick Group could be the place for you.
Become A Client
At The Fitzpatrick Group, we focus on your education. Do you understand the impact volatility, fees, and taxes will have on your financial future? By eliminating, or greatly reducing, volatility, fees, and taxes, we can develop a lifetime strategy that puts money back into your pocket.
Why is education so important to us?
Financial planning has given way to selling a product or service. Basic financial literacy has been replaced by misleading marketing. We believe you can understand the difference and take control of your financial future.
Mission
Our mission is to empower our clients through education. We take a calculated approach to disproving financial myths so that our clients can make better informed decisions. Continuously providing education will fortify our relationship with our clients and a steadfast commitment to a better financial strategy will guide us.
Vision
Our vision is to be nationally recognized for bringing change to the financial services industry while delivering on the dreams of our clients.
Ethos
At The Fitzpatrick Group, our ethos is Change. We take a calculated approach to challenging the norms of the financial services industry. By consistently educating our advisors and clients on the proper financial solutions, we can bring about Change.
