Patrick Financial Group LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$169,755,497
Clients
603
Advisors
2
of 2 employees
About
Patrick Financial Group, LLC is a registered investment adviser that provides investment advisory and portfolio management services to individuals, trusts, foundations and charitable organizations. The firm offers a comprehensive fact-finding process and ongoing portfolio supervision, primarily implementing discretionary strategies using no-load mutual funds and ETFs.
It develops written client profiles and investment plans to guide asset allocation, rebalancing and risk tolerances, and delivers ongoing reviews while using third‑party technology and administrative support from Orion/OPS and custodial and trading services through Charles Schwab. Portfolios range from conservative income‑focused allocations to aggressive growth mixes, and the firm advises on legacy or employer‑sponsored assets that may be held outside the primary custodian.
This firm is notable for an unusually high client load for a small adviser team — one advisor oversees 603 clients and approximately $170.4 million in discretionary AUM — and for operational affiliations that affect service delivery: it is a wholly owned affiliate of Accounting & Tax Solutions, Inc., absorbed the client base and AUM of a former affiliated adviser (ATS) in 2026, and its investment adviser representatives may also be appointed insurance agents and receive commissions for insurance sales, a disclosed potential conflict the firm seeks to manage through written policies and client disclosures.
Client services
Expertise
Occupation focus
Fee options
$0.00 - $50,000.00: 0.45% $50,000.01 - $100,000.00: 0.35% $100,000.01 - $250,000.00: 0.20% $250,000.01 - $500,000.00: 0.175% $500,000.01+: 0.15%
Account minimum: $50,000
Main office
Millpond Parke Office Building, 824 West Grand River Avenue
Brighton MI 48116
Advisors at this office
2
Most active in
Florida · Michigan · Texas
Also doing business as
Patrick Financial Group LLC. · Patrick Financial Group, L.L.C. · Patrick,Jobie,Allen
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Liam C
Series 65
Brighton, MI
Patrick Financial Group LLC.
Liam Casey is a Series 65 licensed advisor at Patrick Financial Group LLC with one year of industry experience. Prior to his advisory role, he worked at Casey Fence Co. and held various positions including roles at Hope College and Detroit Catholic Central. Patrick Financial Group, LLC is an independent registered investment adviser serving individuals, trusts, foundations, and charitable organizations. The firm provides discretionary portfolio management primarily using no-load mutual funds and ETFs, with a client base that includes a wide range of investment profiles from conservative income to aggressive growth.
John P
Series 63, Series 65
Brighton, MI
Patrick Financial Group LLC.
John Pelon is a financial advisor at Patrick Financial Group LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ATS Capital Advisors and Advance Capital Services. Pelon also serves as President and Chief Compliance Officer of ATS Capital Advisors. Patrick Financial Group, LLC provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, charitable organizations, foundations, trusts, and estates. The firm customizes portfolios based on client objectives and risk tolerances, primarily using no-load mutual funds and ETFs, with ongoing rebalancing and portfolio supervision.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)