T. Patrick Reidy IV, CFP®
Financial Advisor, Registered Representative
Meet Patrick Reidy
Financial Advisor & Registered Representative at RP Wealth Advisors
Patrick Reidy is a financial advisor and registered representative at RP Wealth Advisors, where he works closely with clients to help them navigate their financial journeys. In addition to his client-facing role, Patrick plays a key part in the firm’s back office operations, focusing on client relationship management, research and analysis, and marketing and communications.
Patrick draws inspiration from Harry Markowitz, the creator of Modern Portfolio Theory, in his approach to financial planning and wealth management. Markowitz once said, “Perhaps the most important job of a financial advisor is to get their clients in the right place on the efficient frontier in their portfolios. But their number two job, a very close second, is to create portfolios that their clients are comfortable with.” Patrick embraces this dual focus—striving to help clients optimize returns while ensuring their portfolios align with their personal financial goals and risk tolerance.
Patrick graduated magna cum laude from Hanover College. After earning his degree, he spent several years in Asia, working full-time in the education industry. During this time, he not only taught but also recruited and trained educators, managed operations and support teams, and led marketing and communications efforts for both domestic and international markets. Today, as a financial advisor, Patrick continues his passion for educating others, providing valuable insights and guidance to individuals, families, and businesses.
Patrick lives in Carmel, Indiana, with his fiancée, Kiana. Outside of work, they enjoy traveling and exploring new destinations, from weekend trips to international getaways. They both value staying active, whether through outdoor activities or maintaining a regular fitness routine. Patrick and Kiana are always seeking new experiences and enjoy discovering local attractions, dining spots, and cultural events in and around their community.