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Lifelong Guidance

We are here for you, offering advice and support throughout all life’s milestones.

Focus on what matters most

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future. 

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Patrick Feeney, <br/>Managing Director, Financial Advisor<br/>

Patrick Feeney,
Managing Director, Financial Advisor

Baird is proud to congratulate Patrick Feeney on his recent recognition as a Forbes/SHOOK Research “Best in State Wealth Advisor” and previous recognition as one of Financial Planning Magazine Top 40 Regional Brokers Under 40. 

*Forbes/SHOOK Research Best-In-State Wealth Advisor. Publication as of April 7, 2026. Data compiled by SHOOK Research LLC as of 6/30/2025.

*Financial Planning Magazine Top 40 Regional Brokers Under 40 - Published annually in Q1. Rankings based on data as of Sept 30 of prior year.

Forbes

Our Services

I have substantial experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, I am not tied to proprietary products, nor am I limited to in the services we offer. Instead, I offer you the highest quality education on the choices available to you. I focus on building you the right strategy, meeting your risk tolerance and time horizon.

Investment

Investment

Create an investment strategy that's right for you.

Investment
Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Retirement
Estate

Estate

Manage your affairs during your lifetime and beyond.

Estate
Family

Family

I look forward to helping you and your loved ones explore their financial goals.

Family

We're here for you

Over the past 8 years, I have helped nearly 1,000 young professionals across 10 different states. I have helped people just like you explore their goals -- and in many cases, meet them.

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Helpful content

Curated articles, videos, and more for a financially savvier you.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.
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Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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More information you can use

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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