Breakaway Financial Group LLC

Mar 2022

I've been working with Patrick and Breakaway Financial Group in the last year and highly recommend them. I had wanted to get set up with a financial advisor for years but had trouble finding the right fit for me. I didn't want someone to just manage my investments. I wanted someone I could speak with about financial topics more holistically. When faced with a major financial decision, I want someone trusted I can call for advice. I want a relationship with someone that understands my values, priorities, and goals for my life and takes those into account when we discuss finances. I've found all of that here and for fees that are incredibly reasonable. If this sounds like...read full review

Feb 2022

Patrick and the Money Coach team are true professionals. They not only provide typical money management, but also provide a holistic view and support to wealth management, personal finances, and estate planning. End to end service and solution, not just equities trading.

Feb 2022

Just ask Patrick as to why he got into the business and that alone should impress you. We've have great results since we joined Patrick for the last 5 plus years. Always there when we need him.