About Us

Founded in 2016, The Fitzpatrick Group has been on a mission to challenge the status quo, and cliché, of traditional financial services. We do this by thoroughly educating our clients and financial advisors.  

We believe that the typical marketing concepts surrounding retirement planning are often misleading. Media campaigns that show an elderly couple walking hand in hand at their beach house, endless days of golf, or unlimited budget for travel and recreation, are all tactics used to solicit assets under management, sell a service, or promote a product.  

We believe education allows clients to see through the marketing gimmicks and make better informed decisions based on facts. Most would agree that today’s road to financial freedom is complex. Wall Street scandal, housing crisis, bank failures, crypto fraud, and overzealous hedge funds paint an accurate picture of today’s financial landscape more so than the beach. Blind faith in the financial services system has stopped. Questions need answers. It must start with education.