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Patrick M
CFP®, Series 65, Series 63
Devon, PA
Grimes & Company
Patrick Melvin is a CFP® with 16 years of experience in financial advising. He is currently with Grimes & Company, having joined in 2026. His prior experience includes roles at Brighton Jones, The Vanguard Group, and Modera Wealth Management. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and government entities. The firm is noted for its institutional-type services, such as acting as a sub-advisor to other advisers, servicing state and municipal clients, and offering specialized investment strategies alongside integrated non-investment services.
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