Patricia Koehn CFP®
Patricia A. Koehn, CFP is an independent, fee-based advisor that specializes in wealth management, retirement planning, and legacy strategies. As a certified financial planner, Pat has more than 34 years experience serving her clients. She is the co-author of MAKING THE MONEY LAST, Financial Clarity for the Surviving Spouse”, is a financial columnist, frequent speaker, and an alumni of Leadership America. Her mission is to assist her clients attain, perpetuate, and preserve financial independence.
We help build wealth for our clients through prudent investment and tax strategies, using asset allocation, and building a multi-manager/stock portfolio designed specifically to fit your needs and objectives. What distinguishes our program is its personal emphasis. It is built around you-your goals, your time frame, and your tolerance for risk. As your needs change, our ongoing management process ensures that your investment portfolio evolves with you. We are committed to excellence in client service through prompt results-oriented communication. Our long-term relationships are built on a foundation of trust supported by the highest degree of integrity.