Patrick J. Hehir, CFP®

I am a financial resource to give you the confidence to make informed financial decisions. I help affluent individuals and their families achieve their financial goals by creating a customized approach to managing their wealth. Investors benefit from my customized approach because it helps address their current financial needs and achieve their long-term goals.
Wealth management approach I help individuals and families determine how they can meet their life goals through proper management of their financial resources. I will work with you to develop strategies and deliver personalized solutions for accumulating, protecting and transferring wealthin addition to using your wealth to help create an income stream during retirement.
  • Understanding Your Financial Objective — I begin by asking questions to understand more about you and your financial objectives.
  • Developing Strategies — Next, I analyze and evaluate the financial and personal information you provide so I can match your objectives with sound strategies.
  • Implementing Solutions — Using these strategies, I develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service — I regularly review your situation to help ensure your financial objectives are being met.
I have been helping clients achieve their financial goals since 1989, when I graduated from Dickinson College with an Economics degree. I have completed Fairleigh Dickinson’s Financial Planning Program. I earned the CERTIFIED FINANCIAL PLANNER™ certification. I hold FINRA licenses: Series 3 Commodity Futures, Series 4 Options Principle, Series 7 General Securities Representative, Series 24 General Securities Principle, Series 53 Municipal Securities Principle, and Series 65 Registered Investment Advisor. I have also attained my Life and Health Insurance licenses.
I currently reside in Bucks County, PA with my wife Stephanie and 3 children.
Phone 800-332-2888
Fax 609-228-4262