Our Story

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.

MEET OUR FOUNDER

Tehrrek Fitzpatrick

Tehrrek might tell you he’s nothing special—just a guy with a calculator. But with 20+ years in the financial services industry, his experience says otherwise. Over the course of his career, spanning St. Louis, Los Angeles, Santa Monica, Chicago, and now Houston, Tehrrek has seen the good, the bad, and the broken within the world of finance. His passion? Challenging the status quo and helping people rethink how they approach their financial future. While he acknowledges that there are still dedicated professionals in the field, Tehrrek believes the industry itself has drifted, prioritizing profits over people. That’s why he’s committed to building The Ideal Portfolio—a strategy that puts clients first—and teaching others how to leverage it for long-term success.

Now based in Houston, Tehrrek spends his time educating, advising, and empowering individuals to take control of their financial futures. His mission is simple: to help as many people as possible make smarter, more strategic decisions that work for them, not just the industry.

Guided by Mission. Grounded in Values.

A word from our Founder.

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.