Patrick Kavanaugh

Patrick Kavanaugh is a Financial Advisor who works with individuals and families to help them navigate financial decisions and plan confidently for the future. He takes a comprehensive, relationship-driven approach to financial planning, taking the time to understand each client’s priorities, circumstances, and goals before developing strategies tailored to them.
With a background in both finance and social work, Patrick brings a unique perspective to his work with clients. His background in social work complements his financial planning experience and shapes his belief that strong advice begins with listening and understanding the person behind the plan. He especially enjoys educating clients, simplifying complex financial topics, and serving as an ongoing resource as their lives and needs evolve.
Patrick holds the Chartered Retirement Planning Counselor™ (CRPC™) designation. He earned his undergraduate degree in Economics and Business from the University of Connecticut and his Master of Social Work from the University of Denver. Before becoming a Financial Advisor, Patrick worked in higher education fundraising, where he developed an appreciation for building lasting relationships and helping people align their resources with what matters most to them.
A Frederick, Maryland native, Patrick enjoys staying active and spending time outdoors. Outside of work, he enjoys spending time with his wife, their son, and their dog.