Highland Financial has aligned its practice under Fitzpatricks Private Wealth’s license, as the licensee continues to bolster its national network.
Highland founder and principal, Chris Wren, said the two firms shared the same cultural values and were fee-based advisory businesses.
“I’ve been a financial planner for 10 years, looking — unsuccessfully — for a collaborative, non-aligned network for 10 years,” he said.
“Our core values consist of life balance and family and clients’ needs first. Highland Financial operates on a fee-based model.”
Commenting, Fitzpatricks Group chief executive, John McMurdo, said “Highland Financial embodies the essence of our approach: to seek culturally aligned fee-based advisory businesses that are making a difference in the lives of their clients”.
