Patrick Donovan

CFP®

EP Wealth Advisors

Managing Director/Partner

Patrick Donovan

CFP®

EP Wealth Advisors

Managing Director/Partner

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Patrick Donovan, CFP®

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Patrick Donovan is a Boston, MA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planningtax 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.

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

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Professional Designations & Affiliations

Contact Patrick Donovan

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Office Locations:

  • 690 Canton Street
    Suite 245
    Westwood, MA 02090

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