Patrick Rush

Patrick Rush, CFP®, CLU®, MBA

Position: CEO

Patrick Rush has been providing financial planning and investment advice since 1998.  He is a CERTIFIED FINANCIAL PLANNER™ and NAPFA-Registered Financial Advisor. Prior to merging with TFA in 2012, Patrick was the President of Independent Wealth Management.  He also served individuals and families as a Vice President and Senior Financial Advisor at Merrill Lynch in Greensboro.

Patrick believes that finding qualified, independent and conflict-free financial advice should not be difficult for investors. In addition, he believes investors do not need to predict the future in order to be successful at investing.  He is proud that TFA is a fee-only firm with a commitment and legal responsibility to act as a full-time fiduciary for their clients. Patrick is passionate about raising the level of financial education in the community and thus authored Retirement 101 in 2011.

Patrick resides in Greensboro, NC with his wife, Dr. Christina Rush, their daughter Havana, and twin boys, Walker and Quincy.

Education

  • Illinois Institute of Technology
    • MBA – Finance
    • B.S. – Financial Markets & Trading
  • CERTIFIED FINANCIAL PLANNER practitioner
  • Chartered Life Underwriter®

Professional Memberships & Activities

  • National Association of Personal Financial Advisors (NAPFA)
  • Society of Financial Service Professionals (SFSP)
  • Illinois Institute of Technology Alumni Award 2020
  • Invest In Others (Top 20 in US) Charitable Champions List – 2019
  • Leadership Greensboro 2015-16
  • Financial Times 300 Top Registered Investment Advisers – 2016, 2017, 2018, 2019
  • Barron’s Top 1200 Financial Advisors 2017, 2018, 2019, 2020
  • Forbes Best-In-State Wealth Advisors 2019, 2020
  • Greensboro Police Citizen’s Academy 2018
  • Canterbury School Board of Trustees 2020
  • March of Dimes
      • Central NC Board of Directors 2018
      • Signature Chefs Auction Chair 2017
      • Ambassador Family 2016

Press

3/6/2018 The Wharton School – “Your Money” talk show on Wharton Business Radio on Sirius XM (guest)

12/13/2016 WSJ – The ‘F-Word’ Never Sounded So Sweet

1/3/2017 Business NC – Stocks to watch: On the prowl for big gain

9/7/2018 WealthManagement.com– This Tech-Advisor Hybrid Wants Your Small Clients

10/14/2019 WSJ –   Bond Investors Worry This Is as Good as It Gets

11/7/2019 US NEWS – New 401(k) and IRA Rules for 2018

6/12/2020 WSJ – Bear Market Drives Billion-Dollar Wealth Firms to Tap Federal Aid