Our Team
Founder Pat has been providing financial advice to his clients for more than 30 years. He has earned the designation of Certified Financial Planner™ practitioner. By being certified by the CFP® Board, Pat has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements. Pat is a graduate of the University of Alabama. Originally from Montgomery, he lives in Mountain Brook with his wife, Jennifer. They have two sons, Bobby and Charlie.
Bobby graduated summa cum laude from the University of Alabama Honors College in May of 2017. He completed a dual degree program, earning a master's degree in Human Environmental Sciences with a concentration in Family Financial Planning and Counseling, as well as a B.S. in Human Environmental Sciences with a concentration in Consumer Sciences. At Alabama, Bobby was a member of Delta Kappa Epsilon social fraternity, as well as many other groups and honor societies on campus. Bobby was a 2020 recipient of the Rising Stars in Money in the Birmingham Business Journal.
2015
2-4 Employees
n/a
Charles Schwab
Individual Investors, Businesses, Non-Profit Organizations
Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Financial Advice & Consulting
Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities
Your Office, Video Conference, Your Home, Our Office, Phone, Email
Fee-Only
$500,000
Based on Assets
1
210
210
80,000,000
Do you have a customer satisfaction or refund policy?
What are your qualifications? What is your education background?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
How many clients do you currently manage?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Securities offered through Cope Private Wealth, a Registered Investment Adviser with the state of Alabama.
