Patrick Ford CPWA®, CIMA®

As a Founding Partner and Wealth Advisor at Stratos Private Wealth, I help purpose-driven professionals and their families make confident, informed financial decisions—so they can live more fully today while planning wisely for tomorrow.

With nearly 20 years in the industry, including time at firms like Wells Fargo Advisors, UBS, and Smith Barney, I’ve seen firsthand how personalized, values-based financial planning can truly change lives. I work closely with my clients to create holistic strategies that align with their goals—whether that’s navigating equity compensation, preparing for retirement, or planning a legacy.

I hold both the CPWA® and CIMA® designations, and I’m always learning—because staying sharp means better advice for the people who trust me most.

Outside the office, I’m a big fan of slow mornings with my family, trying out new recipes, getting lost in a good book, or heading out for some saltwater fishing.

If you’re looking for intentional financial guidance—or just want to connect—I’d love to hear from you.

Stratos Private Wealth is a division through which Stratos Wealth Partners, LTD markets its wealth management services. Stratos Wealth Partners, LTD is a registered investment adviser ("Stratos").