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ABOUT US

OVERVIEW

OVERVIEW

We create strategies that are tailored to your needs and goals.

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OUR PROFESSIONALS

OUR PROFESSIONALS

Years of experience have prepared us to guide you through your life transitions.

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OUR CULTURE

OUR CULTURE

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Meet our team of experienced professionals.


Most hold various professional designations, and qualified representatives are licensed to offer a variety of investment and insurance strategies.

Patrick Belniak

Financial Advisor


Patrick grew up in Sutton, Massachusetts, and it didn’t take long for him to discover his future profession. He opened an investment account in 7th grade to invest his earnings from a summer job into stocks. With that, his course was set. An avid athlete, he played basketball at Babson College where he earned his BS in Finance & Entrepreneurship. Upon graduating, Patrick knew he wanted to partner with individuals to help them better their financial situation, which led him to Equitable Advisors and the Financial Compass Group. Since joining FCG, he has worked with individuals, families and business owners, to construct and implement customized goal-based financial strategies around the investment, retirement and insurance needs of his clients. His innate ability to make the seemingly technical financial landscape easy to understand, aids clients in navigating their financial life and helps in developing strategies to achieve their goals.

 

Patrick’s natural leadership abilities, and work ethic, have earned Patrick recognition at the National Leaders Forum, where he spoke on the mainstage. He is also a qualifying member of the prestigious Million Dollar Round Table (MDRT), an international network of the top 5% of financial professionals globally, who serve their clients with exemplary performance and convey the highest standards of ethics.

 

Patrick and his wife, Karen, have two young sons. Most of his time away from the office is spent with them, staying active while hiking or going to the park.

 

Patrick Belniak is a registeredwho offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Financial Compass Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-5459774.1 (exp 02/25).

 

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