Welcome to Breakaway Financial Group, where we specialize in empowering individuals and businesses to achieve their financial goals with confidence and clarity. Our firm is built on the principles of providing comprehensive financial planning and personalized guidance. With a commitment to breaking away from the conventional approach to financial advice, we offer a holistic range of services designed to address every aspect of our clients’ financial lives.
Our mission is to educate, guide, and empower our clients, helping them use their resources efficiently to design their best lives. We are passionate about making a meaningful impact in our community by helping individuals and businesses optimize their financial strategies. Our dedicated team brings a wealth of expertise in investment management, tax planning, business consulting, and more, ensuring that our clients receive tailored advice and solutions that align with their unique needs and aspirations.
At Breakaway Financial Group, we pride ourselves on our innovative approach and commitment to excellence. We continually seek new ways to enhance our services, including the integration of advanced technology platforms which allows us to provide modern, efficient, and cost-effective financial solutions. Our focus on education, transparency, and client-centered service sets us apart as a trusted partner in your financial journey.
Join us as we help you navigate the complexities of financial planning, offering the support and expertise you need to achieve lasting prosperity.
Are you ready to take control of your financial future? At Breakaway Financial Group, we offer personalized guidance and innovative strategies to help you achieve your goals. Schedule your free consultation today and discover how our comprehensive financial planning services can empower you to design your best life.
Let’s start your journey to financial freedom together.
Breakaway Financial Group was founded in the fall of 2016 by Patrick Traverse, a former professional hockey player who transitioned into the financial planning industry after an 18-year athletic career. Inspired by his own experiences seeking comprehensive financial advice as a young athlete, Patrick sought to create a financial planning firm that went beyond basic investment management. He envisioned a firm that provided holistic financial guidance, addressing all aspects of a client’s financial life in an efficient manner.
The name “Breakaway Financial Group” reflects Patrick’s passion for hockey and his desire to “break away” from the conventional financial advice model. In hockey, a breakaway represents a player’s opportunity to break through defenders and score. Similarly, the firm strives to help clients break through financial barriers and achieve their goals. This commitment to excellence and innovation drives the firm to continuously enhance its services and adapt to the changing needs of its clients.
Since its inception, Breakaway Financial Group has focused on providing a wide range of services, including investment management, tax planning, business consulting, and life planning. The firm emphasizes a client-centric approach, offering personalized solutions that are tailored to the unique needs of each client. Patrick and his team are dedicated to making a positive impact in the community by helping individuals and businesses optimize their financial strategies and achieve long-term success.
Join our community of ambitious individuals and businesses who are breaking away from the norm and achieving their financial goals. At Breakaway Financial Group, we provide the tools and support you need to succeed.
Contact us now to learn more about our tailored financial solutions and how we can help you navigate your unique financial journey.