CONSORTIUM MEMBER SINCE 2003

Don Patrick, MBA, CFP®

President & Co-CEO
Integrated Financial Group
200 Ashford Center North, Suite 400
Atlanta, GA 30338

Phone  |  770-353-6317
Fax  |  770-353-6338
E-mail  |  dpatrick@TheBrainTrust.net
www.TheBrainTrust.net



Member Profile

Client Vision

Don brings over three decades of experience advising individuals, professionals, and businesses in a wide range of financial matters, from risk management, investments, and taxes, to general business consulting. He specializes in helping pre-retirees and retirees with the myriad of financial issues they face at this most important phase of their financial lives. The primary goal is to provide a lifetime income stream, improve returns, protect their principal, and manage taxes.


Areas of Expertise

 

  • Retirement Income Planning
  • Estate Planning Strategies
  • Business Management & Planning
  • Professional Investment Management
  • Risk Management & Insurance Planning
  • Advisor Coaching & Development

 


Education/Certification

 

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Master of Business Administration in Finance, University of Southern California
  • Bachelor of Business Administration in Finance/Economics, Loyola University, Los Angeles
  • *FIVE STAR Wealth Manager "Best in Client Satisfaction", Atlanta Magazine, 2009-2015
  • Financial Planning Association Member
  • Managing Director, Integrated Financial Group, Atlanta, GA
  • Published in: The Wall Street Journal, Kiplinger’s Retirement Report, New York Daily News, Journal of Financial Planning, U. S. News and World Report
  • Past Director of Financial Planning & Investments at Porraro and Associates, Atlanta, GA
  • Past Vice President of Conway Financial Advisors, Boca Raton, FL
  • Past Regional Vice President of Smathers & Company, CA
  • Past Consultant for the Small Business Administration
  • Author of Keep Your Nest Egg From Cracking (What You Need to Know)

*The 2009-2015FIVE STAR Wealth Manager is an award based on 10 objective criteria associated with providing quality service to clients such as credentials, experience, and assets under management along with other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on average of all respondents and may not be representative of any one client's experience.  

 


Outside The Office

An aeronaut who’s been flying since age 16, Don has logged 12,000 hours mostly in jets for the Air Force and Eastern Airlines. He volunteers for and is an ardent supporter of Angel Flight, a non-profit organization of volunteer pilots who transport individuals with medical and financial needs. Don is also an avid golfer. He and his wife Eve reside in the Atlanta metropolitan area.





Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.






TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





Copyright ©
Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.