The Fitzpatrick Group

…because the Luck of the Irish is not a wise investment plan. 

A 50-year history with multi-generational client relationships…

Since our team was founded by John Fitzpatrick in 1965, we’ve seen remarkable changes, like multiple market cycles and economic shifts, as well as major milestones in our lives and those of our clients.

But some things stay the same – such as providing sound, time-tested investment guidance around our client’s objectives.

“Many of our client relationships with The Fitzpatrick Group go back generations. We believe these relationships are a testament to the trust level that we have earned with our clients.”

– Edward Fitzpatrick, CFP®, Senior Vice President - Investments

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