Patrick G. Moore, CFP®, EA

Helping small business owners make sense of their money

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Ironclad Wealth Management Patrick G. Moore, CFP®, EA
Atlanta, GA

Serving Clients Nationwide

Helping small business owners make sense of their money

11 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Financial Life Planning
  • Owning a Business
  • Taxes

About Me

Patrick Moore’s guiding principle is that an educated client is an empowered client. As a wealth advisor and founder of Ironclad Wealth Management, he helps small business owners gain a clear understanding of their unique financial needs and how to accomplish both short and long-term goals. Educating clients so they can make informed decisions and solve complex challenges is one of the most rewarding parts of his work.

Patrick is a CERTIFIED FINANCIAL PLANNER™. Patrick partners with clients to shape financial plans that seamlessly integrate each facet of their lives—ensuring their goals, passions, and values are always prioritized. Because as life evolves, financial plans should evolve along with it.

Prior to founding Ironclad, Patrick worked in Advanced Planning at Brokerhouse Insurance and served as a Retirement Advisor at Transition Planning.

Originally from Birmingham, Alabama, Patrick now resides in Brookhaven, Georgia with his wife, Maria. In his free time, Patrick enjoys watching his favorite sports teams, including Auburn football (his alma mater), the St. Louis Cardinals, the Atlanta Falcons, and the Hawks. He also enjoys reading sci-fi/fantasy books, exercising with his dog a.k.a. his personal trainer, and volunteering for Friends of Refugees.

My Literary Love: Game of Thrones—don’t get me started on how the show ended. I have always been a huge sci-fi/fantasy fan.

Words I live by: Treat others well.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Enrolled Agent (EA)

Primary Location

1566 N Druid Hills Rd, Brookhaven, GA 30319

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. Rather than having an hour long call off the bat, we stick with a 20-30 minute call to learn more about your most pressing needs and decide if a deep dive makes sense. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Are you a business owner with 1-25 employees?

We help business owners make sense of their money through thoughtful planning. If you'd like a true financial plan and not a financial product, you've come to the right place.

At Ironclad Wealth Management, working together is a relationship, not a transaction. ​We empower our clients to discover what really matters and make informed financial decisions across each facet of their lives. Our goal is to deliver massive value to you year by year, not trade by trade.

A FEW WAYS WE CAN HELP

✅ Getting Organized: We review your financial life, clarify the questions that come from our review, and draft a cash flow statement & plan outline. This is the basis of your plan.

✅ Tax Planning: Then we analyze where we can save you money on taxes and put $$ in your pocket to increase cash flow and savings towards your goals.

✅ Protection Planning: We analyze how we can protect what you have today and what you will have in the future. We have to protect your cash flow today before we can save it tomorrow.

✅ Investment Planning: Finally, we review your current investments, how they are setup, and align them to your goals.

Education

Auburn University, Harbert College of Business BSBA, Finance

Hobbies and Interests

  • Baseball
  • Basketball
  • Beach
  • Reading
  • Sports
  • Volunteering

Who We Serve

  • Business Owners
  • Entrepreneurs

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 9, 2024
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.
Avatar for Foley Ma
Foley Ma

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 16, 2024
I can’t say enough good things about Ironclad Wealth Management and the services they provide. Patrick has been an invaluable resource for both my personal and business finances. His expertise spans across various areas, and he has consistently provided clear, insightful, and practical advice that is helping us achieve our financial goals. Patrick is always responsive, professional, and genuinely cares about the success of his clients. I highly recommend him to anyone looking for a trusted financial advisor who can expertly handle both personal and business financial matters.
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.
Avatar for Fabiola Medeiros
Fabiola Medeiros

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 12, 2024
Ironclad Wealth Management has been a tremendous help in getting our finances in order. Patrick helped us get our spending plan together and manage our investments. Patrick is very professional and responds to our questions promptly. We highly recommend Ironclad Wealth Management!
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.
Avatar for Mark Kaminski
Mark Kaminski

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 7, 2024
I highly recommend Patrick Moore and his team with Ironclad Wealth Management. I could not be more impressed with Patrick's level of expertise, professionalism and commitment. Patrick has been an excellent partner as we administer our company 401k program, as well as a personal resource when addressing questions regarding my financial well-being.
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.
Avatar for Donna Miller
Donna Miller

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 4, 2024
Ironclad Wealth Management is a solid company with solid experience in the Finance and retirement planning, tax planning, as well as business planning. Please consider them when looking for a corporate financial partner!
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.
Avatar for Cedric Clark
Cedric Clark

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 4, 2024
I began using Ironclad in 2019 and recieved personal and caring attention to my financial,retirement even estate and sometimes insurance need,s wonderful people Best choice I think I could have made.
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.
Avatar for joseph purmort
joseph purmort

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 3, 2024
My wife and I are close to retirement and have been working with Patrick for five years. We have been very impressed with Patrick and his professionalism, organization skills and knowledge. We meet regularly with Patrick to access our investments goals and strategies. My daughter and her husband recently started their careers and have been working with Patrick for the past year. They are very impressed with Patrick as well.
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.
Avatar for Drew Moore
Drew Moore

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 2, 2024
Patrick has been very helpful to me in setting up my investment accounts so that I can be better able to navigate the changing market and world. He has given me sound financial advise and has been a helpful consultant to me in my plans for the future.
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.
Avatar for Sharon LLorca
Sharon LLorca

Patrick G. Moore- Highly Recommended Wealth Advisor

✅ Wealthtender Certified Advisor Review™
Mar 20, 2024
I highly recommend Patrick as a wealth advisor. I honestly don't know what I would do without Patrick's guidance. He embodies everything you want in a wealth advisor: knowledgable, thorough, organized and stays on top of current trends. And on top of that, Patrick is personable and is patient, taking the time to explain things and answer my many questions. He's taken stress off my plate by streamlining all of my financial planning.
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.
Avatar for Justin W
Justin W

Patrick's a must use for all your financial planning needs

✅ Wealthtender Certified Advisor Review™
Feb 15, 2024
I've had the pleasure of working with Patrick Moore for some time now, and I can confidently say that my experience has been nothing short of exceptional. Patrick stands out not only for his profound knowledge of financial planning but also for his commitment to understanding and addressing my unique financial goals and concerns.
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.
Avatar for Matt Weidner
Matt Weidner

Patrick G. Moore

✅ Wealthtender Certified Advisor Review™
Feb 14, 2024
Mr. Moore is an excellent advisor. I have full confidence in his knowledge and taking care of my financial needs. Always a quick response in answering questions or needs I may have. I highly recommend Mr. Moore to anyone who needs a competent advisor.
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.
Avatar for Pam Dodd
Pam Dodd