I’m Patrick Aaron, founder of Aaron Asset Management and a financial advisor with LPL Financial. I’ve been licensed since 2007, and I spend my days helping people make sense of their money—especially as they get closer to retirement and start asking bigger “what now?” questions.
Most of the people I work with are pre-retirees, retirees, families, and small business owners. They’re not looking for flashy strategies or constant changes. They want a plan that makes sense, keeps risk in check, and accounts for taxes, income needs, and real life along the way. That’s where I focus.
My approach is straightforward: stay diversified*, be aware of risk, and make decisions that match your goals, timeline, and comfort level. Good planning doesn’t need to be complicated—it just needs to be thoughtful and consistent.
I’m based in Washington, Pennsylvania and serve clients throughout southwestern Pennsylvania. When I’m not working, you’ll usually find me with my wife Lindsay, our dogs Reese and Larry, traveling (Florida is a favorite), or spending time with family and friends. Reese holds the unofficial—but very important—role of Chief Happiness Officer and makes sure no one takes things too seriously.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.