Patrick Hanlon, CFP^®

Patrick Hanlon joined Bickling Financial Services in 2020, bringing more than a decade of experience in guiding clients through the complexities of wealth management. As a CERTIFIED FINANCIAL PLANNER^®, Patrick specializes in helping successful individuals, families, and business owners identify opportunities, design tailored strategies and achieve their long-term financial goals. His knowledge spans investment management, retirement planning, and multi-generational wealth transfer, with a focus on delivering clarity and confidence in every financial decision.

Prior to joining Bickling, Patrick served as a wealth consultant with LPL Financial, where he advised clients on sophisticated investment solutions and comprehensive planning strategies. He is known for his ability to simplify complex financial concepts and provide actionable guidance that aligns with each client’s vision for the future.

Patrick earned his Bachelor of Science in Broadcast Journalism, with a minor in Political Science, from Syracuse University’s Newhouse School of Communications.

Outside of the office, Patrick and his wife, Marina, enjoy raising their two children (Austin and Lila) as well as spending time with family and friends. He is an avid golfer and a passionate supporter of Boston’s sports teams, bringing the same dedication and enthusiasm to his personal life as he does to his clients’ financial success.

Patrick is based in our Lexington office and can be reached at 781-862-9792 or patrick.hanlon@bickling.com.