Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Patrick M
Series 65
Muskegon, MI
Avantax Planning Partners, Inc.
Patrick Mutchler is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 65 designation and has 15 years of industry experience. Prior to joining Avantax, he worked at Investment Alliance, LLC and has been a partner and accountant at the regional CPA firm Brickley DeLong, Inc. since 1990. Mutchler also serves as a trustee for the Keeda Lasko trust. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays and centralized trading through its designated custodians.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters