Patrick Scherer, CFP^®

ChFC^®

SVP & Wealth Advisor

Compound Planning

225 Main St
Cranberry TWP, PA 16066

FINANCIAL ADVISOR'S WEBSITE

Compoundplanning.com

(585) 580-3545 CONNECT WITH Patrick

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Patrick Scherer is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Compound Planning in Cranberry TWP, PA and the surrounding communities.

Financial Advisor Overview

I help people bring their financial goals to life by acting as their personal CFO while they remain the CEO of their own vision. Together, we build a plan that takes them farther, combining innovative technology, customized strategies, and a strong emphasis on communication and education. More importantly, I take the time to understand each client’s story, family, and interests so the relationship feels meaningful, effective, and even fun. My goal is to make financial planning less overwhelming and more empowering, giving clients the clarity and confidence to enjoy the journey as much as the destination. At Compound, we provide the resources, technology, strategies, and team to seamlessly manage not only your financial and investment plan, but also estate planning, tax preparation and planning, and insurance needs. Through our integrated client Dashboard, we deliver a comprehensive and coordinated wealth management experience. If you’d like to learn more, I’d be glad to connect!

Financial Advisor Experience

Over 10 years of financial planning experience helping retirees, business owners, tech employees, and more reach their financial goals using state-of-the-art technology and a customized approach to fit their needs. Particular expertise in equity compensation (including QSBS) and alternative investments.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Chartered Financial Consultant (ChFC^®)

Broker-Dealer Affiliation

Fidelity

Broker-Dealer Disclaimer

Compound Planning, Inc. is an investment adviser registered with the Securities and Exchange Commission and based out of New York. This document contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. All information is from Compound Planning unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Limited Partnerships, Employee Benefits, Retirement, Stocks & Bonds, Startup, Starting a Family, Sudden Wealth, Personal Taxes