Patrick Financial Group

Patrick Financial Group

Patrick Financial Group is a Michigan-registered investment advisor based in Brighton. The firm provides financial planning, portfolio management, and tax planning to individuals and high-net-worth individuals. Its model centers on giving clients access to several actively managed, no-load portfolios, rather than constructing proprietary funds, positioning the firm as an allocator and advisor on third-party manager selection. The firm's strategy is defined by a continuous planning philosophy aimed at wealth creation and preservation. Clients are guided into pre-selected actively managed portfolios, with an emphasis on having a defined exit plan in place before market disruptions occur. The practice operates solely from its Brighton office, serving a local and regional client base with a focus on personal-level service and tax-aware advice. The office is located at 824 W Grand River Rd, Brighton, MI 48116, with contact listed through A Lezotte. No additional offices, team size, or assets under management are publicly disclosed. The firm does not publicize participation in institutional co-investments, fund commitments, or club deal platforms, and its website makes no reference to adjacent philanthropic vehicles or operating companies. The firm's structure as a single-office, registered investment advisor distinguishes it from larger multi-family offices or institutional asset managers. It does not originate investments or manage pooled vehicles, instead serving as an access point to third-party portfolios. This architecture places succession risk and client concentration as central governance considerations, given the firm's referral to only one named individual and no published ownership transition plan.