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Patrick Brown

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

Professional Profile

About me (self-reported)

Pat Brown is a private wealth manager, author, and strategist specializing in financial planning, tax analysis, Medicare planning, and philanthropic design. He holds an MBA and the ChFC, RICP, and CAP designations. Pat authors multiple Financial Literacy books and leads Medicare-Planning.com. He serves clients through Creative Planning and is active in community leadership, including roles with LMH, VNA, and the Boys and Girls Club, where he supports long-term community impact.

Office Location 645 Massachusetts St

Lawrence, KS 66049

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My Expertise Philanthropic & Estate Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Retirement Income Planning Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Minimum Assets Less than $50,000 Minimum Income $350,000+ Languages Spoken (self-reported) English

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