Pat Fair, Cfp®

Pat Fair, Cfp® Email and Phone Number

Partner, Wealth Advisor @ AP Wealth Management @ AP Wealth Management, LLC
augusta, georgia, united states
Pat Fair, Cfp®'s Location
Augusta, Georgia, United States, United States
Pat Fair, Cfp®'s Contact Details

Pat Fair, Cfp® work email

Pat Fair, Cfp® personal email

n/a
About Pat Fair, Cfp®

With 20+ years’ experience and over a decade working with the team at AP Wealth Management, Pat brings a focused vision for investment management and financial planning. Pat serves as a Financial Advisor on the team, and also as the company’s Director of Research, Portfolio Manager, and Compliance Officer. Based on his experience and education, Pat’s philosophy focuses on prudent, wise, and strategic actions. He says he is always looking to keep clients “between the ditches” when it comes to investment decisions. Pat joined AP Wealth Management because he was frustrated by the focus of banks and institutions that prioritize their initiatives and goals rather than what was best for the clients. Being a fiduciary is something Pat is very passionate about and is one of the reasons he became a partner at AP Wealth Management. As a partner at the firm, Pat serves as a fiduciary for the firm’s clients. This means that he will act in the client’s best interests due to the fact that he does not have pressure to serve corporate initiatives. “As a fee-only financial advisor, I provide a professional perspective to help clients better understand their financial situation and the financial markets. I work hard to help clients keep their financial life ‘between the ditches.’ As a fiduciary, I will always work in the client’s best interest.” - Pat Fair, CFP® Pat strives to provide uniquely crafted, personalized financial management solutions that empower clients to attain their financial objectives, build their wealth, and protect their legacy while embracing the highest standard of excellence. Pat earned his MBA from Augusta University and his Bachelor of Science in Management from Georgia Institute of Technology.When he’s not working, Pat enjoys working out with his F3 group, a men’s workout group, in which he is very involved. On most Thursdays, Pat can be found at the Augusta Exchange Club, a group focused on raising funds to support local organizations making a difference in Augusta. Pat also enjoys spending time with his wife, Kelly, and their four children. With three of their kids now “launched,” he and Kelly now love getting the full family together for an occasional vacation to the beach.

Pat Fair, Cfp®'s Current Company Details
AP Wealth Management, LLC

Ap Wealth Management, Llc

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Partner, Wealth Advisor @ AP Wealth Management
augusta, georgia, united states
Website:
apwealth.com
Employees:
9
Pat Fair, Cfp® Work Experience Details
  • Ap Wealth Management, Llc
    Partner, Wealth Advisor, Chief Compliance Officer, Cfp®
    Ap Wealth Management, Llc 2010 - Present
    Augusta, Georgia Area
    AP Wealth Management is an independent registered investment advisory firm based in Augusta, GA. We seek to empower our clients to ATTAIN their financial objectives, build their wealth, and PROTECT their legacy.• Provide investment management, financial planning, and tax & estate planning for clients in 19+ states. • Personalize a plan of action for clients and collaborate with all who are involved in the client’s financial plan, such as an accountant or attorney.• Work with clients who desire a strong, long-term partnership, but may lack the time and expertise to manage their own wealth and financial planning.• As part of a registered investment advisor firm, I serve as a fiduciary for my clients and provide the highest standard of care.• Lead firm initiatives and training to ensure compliance with all SEC regulations, focus on protecting clients and their assets, while upholding the fiduciary standard. • Serve as Chief Compliance Officer for both Augusta Capital Investors and Augusta Capital Management from 2013.
  • Lpl Financial
    Registered Representative
    Lpl Financial 2010 - 2013
    Augusta, Georgia Area
  • First Citizens Bank
    First Sitizens Securities - Financial Advisor
    First Citizens Bank 2009 - 2010
    Augusta, Georgia Area
  • Wells Fargo Advisors
    Financial Advisor, Wachovia Securities
    Wells Fargo Advisors 2005 - 2009
    Augusta, Georgia Area

Pat Fair, Cfp® Skills

Strategic Financial Planning Investments Wealth Management Wealth Portfolio Management Financial Services Retirement Planning Investment Advisory Risk Management Financial Planning Small Business Finance Leadership Account Management Business Development Contract Negotiation Customer Service Event Planning Marketing Strategy New Business Development Nonprofits Public Speaking Strategic Planning Training

Pat Fair, Cfp® Education Details

Frequently Asked Questions about Pat Fair, Cfp®

What company does Pat Fair, Cfp® work for?

Pat Fair, Cfp® works for Ap Wealth Management, Llc

What is Pat Fair, Cfp®'s role at the current company?

Pat Fair, Cfp®'s current role is Partner, Wealth Advisor @ AP Wealth Management.

What is Pat Fair, Cfp®'s email address?

Pat Fair, Cfp®'s email address is pf****@****lth.com

What schools did Pat Fair, Cfp® attend?

Pat Fair, Cfp® attended Georgia Institute Of Technology, Augusta State University.

What are some of Pat Fair, Cfp®'s interests?

Pat Fair, Cfp® has interest in Running, Triathlons.

What skills is Pat Fair, Cfp® known for?

Pat Fair, Cfp® has skills like Strategic Financial Planning, Investments, Wealth Management, Wealth, Portfolio Management, Financial Services, Retirement Planning, Investment Advisory, Risk Management, Financial Planning, Small Business, Finance.

Who are Pat Fair, Cfp®'s colleagues?

Pat Fair, Cfp®'s colleagues are Clayton Quamme, Cfp®, Sharon Head, Cpa, Millie Robinson.

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