Patrick Lawson, Jr., CFP®
Helping families and individuals celebrate their wealth, not stress over it
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Serving Clients Nationwide
Helping families and individuals celebrate their wealth, not stress over it
Areas of Focus
- Business Owners
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Patrick Lawson, Jr., CFP®
Hi, I'm Patrick Lawson. After attending the University of Georgia, I discovered a passion for education and finance. With more than a decade of experience at two firms in the Atlanta area, I decided to open my own firm to have an even greater impact on my clients and the wealth management industry. I started Branch Partners to help families and individuals celebrate their wealth.Oftentimes, wealth creates complexity, and the resources individuals seek for guidance can create confusion. I enjoy partnering with clients to sift through the noise and complexity to create a clear, customized financial strategy designed to help them pursue their financial goals and enjoy their hard-earned wealth.
The word "Branch" is more than a concept, it's a family name carried on for generations. It was important to me to incorporate the word "Branch" into my firm's name because it reflects the values I was raised with—honesty, integrity and fairness—and those values are intrinsic to how I approach working with clients.
I am married to McKenzie and we live in Athens, Ga. with our four children – Branch, Lulie, Copeland and Bradley. I have too many hobbies to count, but at the top of the list are spending time with my wife and kids, playing golf and fly fishing. I am an avid Georgia Bulldogs fan and as an Athens resident, I attend as many games as possible.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
196 Alps Road, Suite 70, Athens, GA 30606
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch and schedule an introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Branch Partners
What sets us apart is that we prioritize a personalized and laser-focused approach for our clients above all else. Our clients are not just another number – they are at the center of everything we do.We believe we can accomplish this through our commitment to a personalized approach and taking on fewer clients to allow us to provide you the level of service you deserve. We focus on the totality of your financial picture, bringing all elements into the fold to help inform our financial decision-making. We have access to Tax Planning and Preparation, Trust Administration, Estate Services, Insurance Solutions and Retirement Planning expertise to help serve you better.
“We are committed to providing high quality wealth management experience that allows individuals to celebrate their wealth, not stress over it.”
Our Values
▪️ Do the Right Thing
In keeping with our fiduciary responsibility, what is in our clients’ best interests always come first.
▪️ Authenticity
We are going to give you our best and be actually and exactly what we claim to be.
▪️ Respect
The respect we have for our clients and the wealth they have worked a lifetime to build is paramount.
▪️ Trust
Trust is at the core of what we do. We hold in high esteem the trust our clients have in us.
▪️ Significance
We want to lead a life of significance and help those who we interact with, do the same.
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Investment advisory services are offered through Mariner Platform Solutions (“MPS”), an SEC-registered investment adviser. Mr. Lawson maintains a separate business entity, Branch Partners, LLC, through which he markets services. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. For additional information about MPS, including fees and services, please refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
Education
Bachelor of Business Administration in Management, University of Georgia, Terry College of Business
Hobbies and Interests
- Family
- Fishing
- Golf
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
- Young Families
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