About Asset Strategy Advisors

For over two decades, the team at Asset Strategy Advisors (ASA) has been providing private clients, retirement plan fiduciaries, and investment stewards advice to drive outcomes. As an independent investment advisory firm, registered with the Securities Exchange Commission, ASA provides clients with personalized, objective, and informed investment management consulting, planning and retirement advice. We focus on each client’s unique needs. The firm utilizes prudent process, transparency and acts in a fiduciary capacity to strengthen client outcomes.  

Asset Strategy Advisors assists companies and institutions with managing their risks and the responsibilities of sponsoring retirement or investment programs. The firm also helps individuals to create secure lifetime incomes through a supported, client-centric structure. Both institutions and private clients receive a personalized approach through an objective, experienced and collaborative team of professionals and institutional resources.  

“As a boutique organization, we deliver innovative, creative strategies and expertise to help clients make informed decisions,” says Managing Director Kent Fitzpatrick. “Our professionals average in excess of 25 years of experience in his or her line of work. Our collaborative team approach, serves to provide our clients clarity.”  

The breadth of experience coupled with in-depth industry knowledge sets our staff apart from other advisory firms. That experience and client-focused approach inspired our firm’s slogan: “Knowledge To Drive Outcomes.”