<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=275610486160139&amp;ev=PageView&amp;noscript=1">
South Burlington, VT

Josh Patrick

financial management stowe“The secret to a great outcome is asking a different question.”

My passion in life is helping private business owners create extraordinary value with their businesses and lives. I help create this outcome using life experiences that I’ve had for reference. I’m a student, an entrepreneur and a curious observer of life.

I’ve learned that creating the outcomes you want requires that I listen and ask great questions.  My job is to help you understand and know what you want, why it's important, who needs to help and how you're going to reach your outcome.

Watch the video below to see what our belief's and guiding principles are.

HubSpot Video

My specialty is working with owners of private businesses. It’s where I have the most interest and can add the most value. If you own a business and are interested in a coaching relationship as well as wealth management, I’m your guy.

I’m a Certified Financial Planner®, a serial entrepreneur, a writer, reader and thinker.  I'm a contributor to the NY Times You're the Boss blog as well as the author of our Stage 2 blog, Creating Value.  What this means for you is that after we discover what’s important for you, I know what tools will work the best to help you get the outcome you desire.

Whether we work on creating value for your business, help you find a path to financial independence, solve a business succession issue or get the right customer and employees, I’ve been there and done that.

I think a great advisory relationship is all about creating a partnership with my clients. I’m a member of your team. I help you figure out what you need and then stick around to make sure your goals become reality. Over the past 35 years I’ve worked with and coached hundreds of businesses.

Success for me comes from the combination of learning and doing. Learning provides best practices and doing provides knowledge on what works in the world of private businesses.

Let’s have some fun together. Let’s find some really interesting ways to make your business and life better. We’ll both be better for it.

If you want to speak with me, please call me at 802-846-1264 x2 or click here to set a convenient time for us to talk.


Learn More

Subscribe to Our Blog

New Call-to-Action
Business Wealth Management Process Mind Map - Download FREE Mind Map