Bradley D. Patrick, Co-Founder
Bradley D. Patrick, Co-Founder
CLU, ChFC
Chief Compliance Officer, Senior Wealth Management Advisor
Bradley (“Brad”) D. Patrick is the Co-Founder and a Managing Partner of Cedar Mountain Advisors, founded in 2006. Brad provides comprehensive financial planning resources to both high net worth individuals and corporate clients with a focus on providing solutions that both minimize taxes and increase net worth. In addition, he provides personalized fee-based planning in the areas of asset management, retirement, education, and estate planning.
Brad began his career in financial services in 1991 with a large financial services firm in Portland, Oregon. He spent 15 years with that firm prior to co-founding Cedar Mountain Advisors. Brad holds the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). These professional designations were earned through The American College in Bryn Mawr, Pennsylvania. Brad is a member of the Portland Society of Financial Services Professionals and has also served on its Board.
Brad graduated from Oregon State University in 1991 with a Bachelor in Business Administration.
Brad and his wife Gina reside in Damascus with their two sons and a daughter. Brad enjoys playing golf, coaching high-school basketball, and spending time with his family.
