A complete list of active advisors currently associated with Patrick Financial Group LLC.
Warmer can help you find a great advisor at Patrick Financial Group LLC. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Patrick Financial Group LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brighton, MI
| 12
|
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