Meet Patrick
Patrick is a Wealth Advisor based in Atlanta, Georgia. He joined Mercer Advisors in 2022 in a client service role and advanced to a financial planning role before becoming Wealth Advisor. He focuses on wealth management and financial planning for the clients he serves, helping them identify the source of their financial anxiety and create a path forward. Patrick earned a BBA degree in finance from the University of Georgia and holds the CERTIFIED FINANCIAL PLANNER® professional certification. He is dedicated to providing clear guidance, thoughtful perspective, and trusted partnership for his clients.
Patrick ’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Patrick has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Patrick wants clients to feel comfortable enough to ask any question, share any concern, and never feel intimidated by the financial planning process. While he is happy to dive into the technical details when needed, his approach is to make complex topics understandable and actionable, not to bury people in industry jargon.
Patrick in real life
What keeps you busy outside of work?
Cooking with and spending time with my wife, playing pickleball, and going on hikes with my dog, Birdie.
Favorite thing about where you live?
Living in North Georgia is perfect for me. I’m close to the mountains and the lake, and I can get to the city quickly for work or a nice restaurant.
Any words you try to live by?
I always try to treat others how I want to be treated.
Patrick ’s snapshots
Meet Patrick ’s Teammates
Andrew Medders
Partner
What Patrick Says
Andrew is one of my most valuable thought partners. His experience and commitment to clients elevate our planning process, and his ability to keep recommendations grounded in a client’s goals, values, and priorities helps clients gain clarity and confidence while challenging me to grow with every interaction.
What Patrick Says
Nathan’s impact is felt throughout the client experience — from keeping action items and paperwork on track to partnering closely on estate planning and document execution. His ability to bring clarity to complicated processes, paired with a personable approach, helps clients move forward with confidence and reassurance.
Ready to learn more?
Explore More
