Patrick Ritter
5.0 stars · 6 reviews · Serves Nationwide · Specializes in Business Owners/Entrepreneurs, Generational Wealth Transfer, Multi-generational Families
My clients and I value connection, vitality, purpose, and experiences. Money is the tool. A life well-lived is the point.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Management
- Debt Management
- Education Planning
- Estate Planning
- Financial Planning
- Insurance Planning
- Investment Management
- Pension Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Planning & Strategy
Pricing
- Hourly Rate — $250/hour
- One-Time Financial Planning Fee — $2,500 one-time
- Flat Fee/Retainer — $2,500 one-time
- Percentage of Assets (AUM) — 0.5%–1% of AUM
Reviews
Edward Matthew Rolufs
5 stars
2026-10-16T23:43:29.570929+00:00
I was a client to another broker who left & I got lost in the shuffle. I engaged with this vendor because he was recommended by a friend who trusts him. My experience so far is fantastic.
Mitchell Lyons
5 stars
2026-10-09T03:03:17.760145+00:00
My experience with Patrick has been great. Because of my unique job of a traveling pipe welder my schedule is never consistent with lots of hours followed by time off. He has put together a finical plan that works with my lifestyle to help my money grow. He does a great job at understanding your goals to give the best advice for your situation. Such as breaking down the type of investments you should have, which to start first, and how to much to contribute monthly to make your goal. After being with Patrick for over 2 years I can say I am in a comfortable situation and would be able go though an emergency with little to no worries.
John Scotsman
5 stars
2025-10-31T15:22:20.915+00:00
Stress-free and outstanding. Patrick keeps his eye on the ball so I don't necessarily have to.
Nathaniel Meinershagen
5 stars
2025-10-21T19:22:09.478+00:00
It was great, he is very kind and helpful. He helped me set out a plan and start setting up my future.
Melanie Lyons
5 stars
2025-09-24T18:45:12.122+00:00
My experience with Patrick has been wonderful. He is prompt in his responses, helpful in assisting with investment planning, and expresses his support in both my personal and financial goals. I couldn't recommend him enough. An incredibly competent and compassionate individual!
Kim Jackson
5 stars
2025-09-05T19:25:41.646+00:00
My experience has been nothing short of perfection. Very enlightening, information, and always treated with the utmost respect.