Patrick Beyerle, CFP®, CRPC®

With almost 15 years of experience in family wealth management, Patrick is dedicated to making a meaningful impact on his clients’ lives. His approach is rooted in behavioral finance, helping clients navigate the emotional and psychological aspect of financial decision-making to align their wealth with their purpose.

Coming from a family of multiple small business owners and married to a physician, Patrick has first-hand insight into the unique challenges faced by business owners and medical professionals. He specializes in guiding clients through complex, multi-generational wealth management, offering financial planning to help families preserve, protect, and grow their wealth across generations.

He earned both his M.B.A. and B.S. in Finance and Accounting from the University of Dayton, graduating cum laude. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, and the Chartered Retirement Planning Counselor^SM (CRPC®) designation.

Born and raised in Dayton, Patrick is committed to being a community steward and providing a positive impact. He currently serves on the Finance Committees for both Preschool Promise and Pink Ribbon Good, while supporting numerous local charities and organizations. He also shares his expertise by educating Medical Residents and University of Dayton students on the foundations of financial management.

Outside of work, Patrick enjoys life to the fullest—whether he's on the golf course, spending time with loved ones, dining out, or traveling. He’s passionate about connecting people and building meaningful relationships, both personally and professionally. Patrick and his wife, Michelle, also share a deep love for animals and have opened their home to several rescue pets over the years.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Chartered Retirement Planning Counselor and CRPC trademarks are registered service marks of the College for Financial Planning in the United States and/or other countries.