Patrick Ford, CPWA®, CIMA®

“Pat Ford has been our financial advisor for nearly 20 years since before my husband and I had retired from our careers in education and engineering. Pat has advised us with unerring confidence, employing business strategies in diverse ways to maintain and increase our retirement income in the years ahead. We have depended on his advice when considering whether or not to invest in a second home and he helped us accomplish this. More recently, he discovered a change in social security laws that allowed teachers to receive a part of a spouse’s social security benefits which added to our monthly retirement income. We appreciate having such an astute and capable financial advisor in Pat Ford. He has given us peace of mind as we navigate through our retirement journey.”

“Working with Pat has been about much more than managing investments. He takes the time to really understand what matters on a personal level—values, family dynamics, and long-term goals. That perspective has made a real difference for me, especially after my husband passed away.

Pat has been a steady, thoughtful resource during big decisions, not just financial ones. I have even turned to him for guidance on things like negotiating a car lease. I trust his judgment and know he is looking out for my best interests. What stands out most is that Pat sees the full picture. He understands that financial planning is deeply personal, and he approaches it with care, attention, and genuine interest in his clients’ lives.”

“I have been working with Pat for 15 years and he has consistently been a great financial advisor. I’m very pleased with how he manages my account and the strong results over time. Pat is extremely knowledgeable and always on top of market conditions and investments strategies. He is highly responsive and accessible. Both he and his office have always been quick to get back to us and provide support when needed. Beyond his professional expertise, Pat is a person of integrity and strong character.

Over the years, we’ve built a trusted relationship, which is essential when your advisor understands every aspect of your financial and personal life. We consult Pat on everything, from major financial decisions like purchasing a second home, health issues and future planning. He has been a trusted part of our lives for many years and I feel well-advised and confident in his guidance.”

“We can’t say enough about how well Pat has taken care of our financial needs for close to 10 years now. Ever since we started with Pat, we have never had to think about or worry about our finances. We have complete trust in Pat given his wealth of knowledge, professionalism and quick responses to any of our questions. We like the fact that he is always looking for alternative investments with the goal of making our portfolio grow and be diversified. He knows our risk tolerance level and makes his recommendations with that in mind as well as any potential tax implications.

Bottom line, we couldn’t be happier with Pat and all that he does for us.”

“As a client of Pat Ford for over 15 years I can say Pat is an excellent partner to have on your team managing your investments and related financial matters. He is has extensive knowledge of the investment landscape and is well versed in managing your investments through changing market conditions and personal life changes. Pat is very responsive and conscientious. I appreciate our periodic in-person reviews of our investment accounts, and his occasional unsolicited phone calls where he checks in to see if we need anything. Additionally, whenever I call Pat with a new concern or question, he is diligent in his response and needed follow-ups. As the Allstate slogan goes, “You're in good hands with Pat.”