Patrick D. RunyenCPA/PFS, CFP®
Principal & Wealth Manager
As a Wealth Manager, Pat works closely with clients to implement wealth management solutions. He leverages his technical financial planning and consulting experience to assist clients with investment counseling, retirement planning, estate planning, wealth enhancement, asset protection, tax planning, and other personally significant financial decisions.
What do you value most in your client relationships?
I am endlessly fascinated by understanding a client’s story and what they most value. Whether it’s an Anesthesiologist discussing saving someone’s life or a business owner seeing a tremendous risk pay off, everyone’s story is unique. I love developing personal relationships and collaborating with individual clients and their families to achieve their goals.
What sparked your interest in financial planning? What fuels you every day in your work?
After my grandfather passed away when I was in college, I made it a point to have dinner once a week with my grandmother who lived close by in Philadelphia. She wasn’t confident in managing her finances and she asked if I could help her. The peace of mind I was able to provide to her by taking care of the basics was such a satisfying feeling. I was hooked from that moment.
How do you do good in your community?
I enjoy fly fishing and have been involved with the Valley Forge chapter of Trout Unlimited for a number of years, serving on their Board of Directors.
Where did you grow up? Where do you live now?
Except for two years spent in Denver, CO., I have lived in the Philadelphia area for my entire life. I grew up in Bucks County, and now live in Chester County with my wife Ann, and sons Archie and Henry.