Fitzpatrick Financial Solutions, LLC

Overview

Fitzpatrick Financial Solutions, LLC is a small, independent registered investment adviser that serves individual and family clients. The firm’s advisory work centers on financial planning and portfolio management for individuals, small businesses and business or institutional clients. Fee billing is by percentage of assets under management, and the practice appears to favor traditional equity exposure rather than ESG-driven strategies. The firm’s profile and filings show a concentrated, equity-oriented approach: a strong preference for privately held or otherwise non-exchange-traded equity positions and a reliance on non-discretionary client relationships. Fitzpatrick Financial Solutions does not operate as a capital allocator to outside alternative fund managers and is not registered as a multi-state adviser, which aligns with a local, relationship-driven model rather than a national, institutional platform.

Assets & Accounts

Investments & Alternatives

Location & Offices