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Kent A. Fitzpatrick
Managing Director

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Kent A. Fitzpatrick, AIFA, ARPC, GFS®, is an Accredited Investment Fiduciary Auditor™ from the Center for Fiduciary Studies at the University of Pittsburgh, an Accredited Retirement Plan Consultant with the Society of Professional Administrators and Record keepers, a Global Financial Steward, and a Certified Behavioral Finance Analyst (CBFA). He has over 25 years of experience in financial planning, estate planning and investment advice. His focus at the firm includes providing comprehensive, customized investment advisory services, as well as counseling clients on asset allocation and investment strategies. Kent is a graduate of St. Anselm College with a BA in Financial Economics.