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Patricia H
CFP®
Siesta Key, FL
Lake Life Wealth Advisory Group
Patricia Hughes is a CFP® professional with nine years of industry experience. She has worked at Moller Financial Services since 2017 and previously spent three years at Baker & McKenzie. She is based in Siesta Key, FL, and serves as the sole advisor at Lake Life Wealth Advisory Group. Lake Life Wealth Advisory Group provides fee-only, holistic financial planning and investment guidance to individual and family clients. The firm offers tailored services, including cash-flow and budgeting, tax planning, retirement and estate plan reviews, and targeted projects like Student Loan Express. Investment advice is non-discretionary and generally follows a passive, low-cost approach emphasizing diversification, risk management, and tax awareness. The firm does not manage client assets or charge asset-based fees, instead operating on retainer and project fee arrangements.
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