Patrick Larkin
CFP®, CIMA®
Oak Hill Wealth Advisors
Managing Principal, Wealth Advisor
Patrick Larkin
CFP®, CIMA®
Oak Hill Wealth Advisors
Managing Principal, Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Patrick Larkin, CFP®, CIMA®
Fee-Only financial planner located in Lansdowne, VA, serving clients locally and across the country
Patrick Larkin is a Fee-Only financial advisor in Lansdowne, VA serving clients throughout the greater Washington D.C. and Northern Virginia, as well as across the country. Oak Hill Wealth Advisors provides comprehensive financial planning, wealth management, and investment management to help affluent individuals and their families organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Patrick Larkin is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice in the best interest of his clients.
Patrick Larkin is a dedicated leader at Oak Hill Wealth Advisors. He has worked in the financial services industry since 2002 and is passionate about helping his clients meet their financial needs by developing investment plans that align with their long-term goals and risk tolerances.
Patrick believes deeply in continuing education, earning the CERTIFIED FINANCIAL PLANNER™ (CFP®)** designation through Georgetown University and the Certified Investment Management Analyst® (CIMA®)* certification through The Wharton School. Both designations required Patrick to complete lengthy educational programs, pass rigorous exams and meet stringent experience requirements. Patrick is immensely proud of these accomplishments because they allow him to fulfill his mission to provide objective, timely financial advice and guidance for his valued clients.
Patrick earned his bachelor’s degree from the University of Maryland and is currently enrolled in a Master of Science program for Financial Planning at the University of Georgia. He is a member of the Financial Planning Association and Investments & Wealth Institute, and the Leesburg Daybreak Rotary Club.
While Patrick certainly keeps busy assisting his clients, serving his community and continuing his education, he always has time to mentor the careers of his team and colleagues at Oak Hill Wealth Advisors. Patrick lives in Bluemont, VA, with his wife, Angela, their two children, Paige and Sean and their Golden Retriever, Huckleberry. He loves hiking and backpacking on the Appalachian Trail and biking with his family along the Great Allegheny Passage.
Patrick Larkin is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Experienced Professionals Working For You.
Our wealth managers are experienced, broadly resourced and relentlessly committed to working with you on your journey. We leverage our team’s varied and extensive knowledge to serve affluent individuals and their families, often spanning multiple generations. Clients know that we are seasoned fiduciaries looking out for them with comprehensive financial planning, wealth management, and investment management.
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 Larkin is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Patrick Larkin 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 Larkin is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
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Patrick Larkin 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 Larkin
Office Locations:
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19415 Deerfield Avenue
Suite 203
Lansdowne, VA 20176
