Trusted Financial Guidance, Rooted in Relationships

For over 50 years, we’ve helped families, professionals, and retirees from Hamilton, Ohio and across the country make confident financial decisions.

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Our Philosophy

A Straightforward Approach to What Matters Most.

At Patrick Financial, we focus on what really makes a difference: smart planning, responsive service, and relationships that last. Whether you're preparing for retirement, managing investments, or helping the next generation get started, we’re here to simplify the process and support your goals.

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A woman is holding a little girl in her arms on the beach.

Here's what we do best.

A clear, coordinated plan that brings your financial life together—built around what matters most to you.

Personalized strategies focused on your goals, not sales targets. Always independent, always tailored.

Helping you transition from earning to living—with confidence, clarity, and a real plan.

Thoughtful guidance to protect what you’ve built and support the people you care about most.

Objective guidance to help you understand where insurance fits—and where it doesn’t.

Practical options for supporting children and grandchildren—today and into the future.

What You Deserve from a Financial Partner

Why Our Clients Stay With Us

You deserve clear answers, not a sales pitch. Someone who knows your name. A plan that adapts when life changes. At Patrick Financial, we show up when it matters—helping clients make confident decisions, maintain momentum, and simplify what can often feel overwhelming.


Whether you’re navigating retirement, reviewing your accounts, or checking in on your progress—we’re here to help you stay on track.

Ryan J. Bourlier, CPA
About Us

Get to Know Dan & Pat

Founded by Pat Hogan in Hamilton, Ohio over 50 years ago, Patrick Financial continues today with Dan Schmitz bringing added perspective and deep client care. We’re a small firm by design, so you always know who you're talking to—and you’ll never get a call center.

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NEWS Blog

Keep up with the latest insights.

With the ever-changing financial landscape, it can feel tough to get the information you need to make the right decisions. That's why we've started our Patrick Financial blog, to help you make the best decisions possible and get set up for success.

Understanding the Social Security Fairness Act

A brighter future starts today.

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