Patrick Rush began his career in financial planning and investment advice in 1998. His understanding of the financial trials that people face every day began much earlier. Patrick grew up comfortably. He attended an expensive Montessori school in Chicago, something that he credits as a leg up for his future. As a young man he asked his father how it was possible that the family was able to afford such an extravagance. His father revealed that he agreed to be a night janitor for the school in exchange for a deal on Patrick’s tuition. The invisible sacrifices his parents made for him were humbling and something he would never forget.
He went on to earn his B.S. in Financial Markets & Trading from the Illinois Institute of Technology as well as an MBA in Finance from the Stuart School of Business. After his MBA, Patrick eventually worked his way to becoming the President of Independent Wealth Management, and also served individuals and families as a Vice President and Senior Financial Advisor at Merrill Lynch. He became a staunch supporter of the idea that all advisors needed to be held to the fiduciary standard. He honed a philosophy of evidence-based, low-cost investing coupled with comprehensive financial planning to yield success for clients.
Today, he is the CEO of Triad Financial Advisors in Greensboro, NC, and a practicing CERTIFIED FINANCIAL PLANNER™. He has received national recognition as a top financial advisor by Forbes, Barron’s and the Financial Times, and his firm was awarded by the Invest in Others Charitable Foundation as a “Charitable Champion.”
He is the author and instructor of Retirement 101, a course designed to teach the fundamentals of financial planning and investment management to both pre-retirees and retirees.
Patrick resides in Greensboro, NC with his daughter Havana, and twin boys, Walker and Quincy.
You don’t have to settle for whatever retirement brings. Within any retirement plan, there are opportunities to be proactive and seize opportunities for a more financially independent retirement. By following some of the same fundamentals that guide the retirement plans of the one-percent, you can achieve a retirement that prioritizes your goals, supports the causes you care about, and builds a lasting legacy for you and your family. Few will have a billion dollars by the time they retire, but the retirement of your dreams is within reach. Find out how.Take the Assessment