Patrick J. Finneran, CFP®

Financial Advisor

  • Focus: Helping others align their money with their values
  • Education: Bachelor’s Degree, Miami University
  • Certifications: CERTIFIED FINANCIAL PLANNER™ professional
  • One of my life goals is to... Take my family on a safari in South Africa. Also, claim a hole-in-one.

Patrick is passionate about helping people align their money with their values. Focused on building long-term relationships, he enjoys uncovering goals and aspirations through meaningful conversations, and empowering clients to make informed financial decisions that will have a lasting impact.

Patrick joined Hamilton Capital in 2015, building on five years of experience in financial services with a boutique wealth management firm where he was the lead advisor for clients in their 20s and 30s and one of the nation’s largest insurance companies.

A central Ohio native now living in Hilliard, Patrick holds a Bachelor of Science in Economics from Miami University’s Farmer School of Business in Oxford, OH. He has earned the CERTIFIED FINANCIAL PLANNER™ certification, and is a member of the Financial Planning Association.

In the community, Patrick has served as a coach and mentor for the lacrosse team at St. Charles Preparatory School, as well as being involved with several charitable organizations in a volunteer capacity.

“It’s in giving that we receive”

This is a theme that has run deep in many parts of my life, including my work as a financial advisor. Never have I found something so seemingly backwards to be so true.