A complete list of active advisors currently associated with Fitzpatrick Financial Solutions, LLC

Warmer can help you find a great advisor at Fitzpatrick Financial Solutions, LLC or one who fits your needs even better.

Fitzpatrick Financial Solutions provides investment management and financial planning to individual investors as well as retirement-related entities, including trusts, estates, small business retirement plans and other pension or profit-sharing plans. The firm reports about $19.24 million in assets under management across roughly 58 client accounts and offers supplemental services such as insurance, retirement and estate planning. The firm’s investment process uses technical, fundamental and statistical analysis and generally favors stocks, bonds and exchange-traded funds over mutual funds for cost and liquidity reasons. Investment management is delivered primarily on a non‑discretionary basis — clients are notified of each proposed trade and accounts are reviewed daily with formal reviews available on request. What distinguishes this firm from many independent peers is the combination of primarily non‑discretionary AUM together with active portfolio management for institutional plan clients, a mix that is uncommon among similarly structured advisers. The firm also maintains policies intended to separate adviser and client trading, does not vote client proxies, and relies on custodian statements for client reporting rather than issuing separate adviser-prepared account reports.

To learn more about the advisors currently working at Fitzpatrick Financial Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.