Patrick Donovan
CFP®
EP Wealth Advisors
Managing Director/Partner
Patrick Donovan
CFP®
EP Wealth Advisors
Managing Director/Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Patrick Donovan, CFP®
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Patrick Donovan is a Boston, MA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Patrick Donovan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Patrick Donovan has more than 16 years of experience in financial services. He joined EP Wealth Advisors in 2022 after serving as Managing Partner at Minot Wealth Management, LLC. Patrick also held positions as Vice President, Private Banker at J.P. Morgan and Credit Suisse after beginning his career as a Financial Advisor at Bank of America. As a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™, he recognizes that every client has a different set of objectives and concerns, and he enjoys working with families to help identify those goals and develop a detailed plan to achieve them. His most important advice to clients is, “If you fail to plan, you are planning to fail.” Patrick and his wife Jaclyn have three children. He enjoys coaching youth athletics in his time outside work.
Education
Suffolk University, BSBA, Finance
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Patrick Donovan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Patrick Donovan is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Patrick Donovan
Office Locations:
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690 Canton Street
Suite 245
Westwood, MA 02090
