Patrick Richter, CFP®
Designations and Licenses
Patrick is a CERTIFIED FINANCIAL PLANNERTM professional.
Experience and Education
With more than 15 years of investment and wealth planning experience, Patrick delivers broad-based wealth management services for high-net-worth individuals and families. He has experience working with the Procter & Gamble community and other Fortune 500 company executives and employees, where his knowledge of retirement plan distribution strategies, portfolio construction and stock option planning creates a tailored experience for his clients.
Prior to joining Mariner Wealth Advisors, he was a vice president and private banker with J.P. Morgan’s Private Bank high-net-worth office in Cincinnati serving on the executive wealth team. In this position, he worked alongside J.P. Morgan’s Retirement Plan Services Group. Patrick developed an understanding of various profit sharing plan distribution strategies, stock option awards, restricted stock grants and appropriate planning techniques to help minimize taxes and reduce concentration risk. Previously, he was a vice president and banker at J.P. Morgan Chase’s Private Client Group in Chicago where he was responsible for investment relationships, customizing asset allocations, and he worked comprehensively, advising clients on investments and retirement, estate and tax planning.
He has a bachelor’s degree in business administration from The University of Florida.
In 2022, Patrick was named to the Forbes’ Best-In-State Wealth Advisors list, ranking #113 in Ohio.
In his spare time, Patrick enjoys road biking, mountain biking, boating, waterskiing and watching his three kids’ sporting events.
The Forbes Best-In-State Wealth Advisors ranking by SHOOK Research is based on an algorithm of qualitative criteria, gained through due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.