Breakaway Financial Group LLC

Patrick, Lisa, and Craig are fantastic. Each time my wife and I talk to the Breakaway team, we are left with positive next steps and look forward to the upcoming meeting. The team is always incredibly responsive to emails and questions. Looking forward to many more years of partnership!

They provided clear guidance on maximizing returns and were consistently responsive whenever we needed clarification or assistance. Their expertise greatly contributes to our success.

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... read full review