Patrick Seiler works with corporate clients, including pension and profit-sharing plans, 401(k) plans and foundations. He also provides comprehensive planning to private high-net-worth individuals and families. He has a specialized focus on professional athletes and business titans.
Highly credentialed
As a Certified Financial Planner™ professional, Patrick has attained the prestigious CFP® certification, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.
Patrick holds the professional designation of Private Wealth Advisor, awarded by Raymond James. It means you’ll have a specialized guide who has mastered many nuanced planning approaches to meet the privilege and challenges faced by high-net-worth and ultra-high-net-worth individuals and families.
He has also earned the prestigious designations of Certified Investment Management AnalystSM from the Wharton Business School at the University of Pennsylvania, Chartered Retirement Planning Counselor™ and Chartered Retirement Plans Specialist™.
As an Accredited Investment Fiduciary®, Patrick has expertise in investment fiduciary standards of care. He has extensive knowledge in key areas such as plan distributions, plan design and implementation, plan establishment and operation, and fiduciary issues.
An impressive resume
Prior to joining the financial services industry, Patrick received an honorable discharge from the United States Marine Corps and served with the San Diego Police Department. He then began his career in the financial industry in 1995 with A.G. Edwards, later working with Merrill Lynch and Morgan Stanley Smith Barney. Patrick volunteers his time as an arbitrator for FINRA.
Active in the community
Patrick is also a member of the Marine Corps League, Doylestown Freemasons, New Jersey State Law Enforcement Officers Association, Elks Club, American Legion, Investment Management Consultants Association and Bucks County Business Alliance.
A personal note
Patrick and his family live in Buckingham, Pennsylvania, and enjoy spending time outdoors, riding Harleys, and spending time in their community.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
