Client Focused. Education Oriented.
Patrick McDowell, AWMA is an Independent Financial Advisor registered with Lion Street Financial, LLC., (LSF) Securities, Insurance, and Investment Advisory Services are provided through LSF, Member FINRA/SIPC. Patrick also offers additional insurance services through Radian Partners, LLC, a group of other independent Investment Advisors that concentrate on client financial education and work under the same core values, goals, and vision statement.
We are very client focused and work to provide the highest level of education, fiduciary responsibility, client service, and communication. We do not have proprietary investment products or solutions that are developed for the benefit of our firm. We work to provide individual analysis and solutions because every client is different, every household is different, and you deserve focused attention to meet your specific goals and needs.
Although an investment portfolio is important to help you reach your goals, we work with your family in a capacity more than just as an investment advisor. A Life Counselor might be a great description because we are here to look at scenarios and help you plan for life events such as disability, long term care, death of a spouse, receiving a child back into your home late in life, career transition, and of course retirement.
We provide services for individual clients, trusts, partnerships, corporations, and employer benefit and retirement plans such as 401K plans. Our focus not only includes investment and portfolio management, but also estate planning, incoming planning in retirement, risk management such as the high risk of a long term care event, life event planning, client education, and reviews to help reduce your tax liability.
No matter what areas need your most attention today, our “ahead of the curve” philosophy and our caring professional team would enjoy the opportunity to have you as part of our family.
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No matter what areas need your most attention today, I welcome the opportunity to work with you to help meet your specific goals and needs.