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
Liam Casey	Brighton, MI	0
John Pelon	Brighton, MI	13

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support