My wife and I found Patrick because he had the only resource, a YouTube video, on a tax law that had specific details for Georgia. There was something about the way he presents himself that gives off an honest and trustworthy vibe. Still with our guard up, we booked a consultation and peppered him with our scenario and questions. He answered then all our questions accurately and honestly.
Patrick is a fiduciary so legally has your best interest, but still, you are relying on him and his team for your hard earned money of past and future and a decision to use him, or anyone else, should not be taken lightly.
We've been customers of him since then, which is almost a year. He has advised us on our ever changing scenarios for our small business. He lays out all the options, pros and cons and even calls out minor details that are easily missed. He is very organized, keeps us on track and great with follow ups. He is a professional and takes his role as an advisor seriously, but with his easy going personality, it is almost like talking to a friend.
If you think Ironclad Wealth Management's services are a fit for you, I would not hesitate to talk to Patrick.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.