Hi, I'm Patrick.
InvestEd exists because we believe that ALL people deserve custom investment advice and financial planning. We want to help everyone achieve their financial goals. So, we combine in-person and customized financial plans along with the industry’s most sophisticated and secure online platform in an effort to optimize your investment returns.
How can I help?
Financial planning and investment advice aren’t identical. Most advisors only speak to your investments because they’re compensated by what they sell you. InvestEd provides planning and advice on all your financial concerns, including:
- Taxes
- Estate Planning
- Insurances (life and long-term care)
- College Education
Experienced Professional
My experience includes managing portfolios for high net worth individuals, as well as presenting seminars for Fortune 500 companies, Federal Reserve banks and the Federal Reserve Board.
As InvestEd’s lead advisor, I work with you to create a customized investment strategy for your specific needs. We have no hidden fees and no “commission-based” products.
- 25+ Years of Experience
- Registered Investment Adviser
See our firm's Form ADV Part 2
for a complete discussion of fees and expenses
AGENDA
FEES
The Betterment Difference
WHO WE'VE WORKED WITH
