Patrick Brewer is the Chief Executive Officer of WealthPlan Group, where he helps guide the firm’s long-term vision and commitment to delivering thoughtful, client-centered wealth management.
With nearly two decades of experience in financial services, Patrick brings a deep understanding of investment strategy, financial planning, and the real-world decisions families and individuals face as their lives and goals evolve. His work is grounded in a belief that good advice should be clear, disciplined, and aligned with what matters most to clients over the long term.
Before WealthPlan, Patrick founded and led multiple firms in the wealth management industry, giving him broad perspective on how financial planning, investment management, and service delivery come together to create better client experiences.
As a CFA charterholder and CPA (Inactive), Patrick combines technical expertise with practical judgment. He is focused on building a firm that prioritizes transparency, sound decision-making, and long-term relationships, so clients can plan with clarity and confidence at every stage of life.