Patrick Daniels (CFP®)

Patrick Daniels focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Mid to late-career physicians and professionals.

Those nearing or entering retirement with concerns about sustaining retirement income.

We charge a flat fee of $4,800 per year. Investment management costs 0.50%, declining to 0.10% on amounts above $3 million. You will be served by myself and the entire Precedent AM team -- including Stacy (client service), Kenneth (CFP® & Founding Principal), and Rebecca (client scheduling).

Additional Information

My favorite subjects growing up were psychology and finance, so it’s no wonder I was drawn to a profession where I am able to combine the two. I've always been fascinated by how people’s behavior drove their financial decisions, which led me to study Business Administration at Ball State University.

After graduating -- in the midst of the financial crisis -- I worked as a bank teller and my love for personal finance grew. The open and honest conversations I had with everyday-people about their financial ups and downs solidified my passion for serving clients.

I joined Precedent Asset Management in 2015 and have been using my skills as a CERTIFIED FINANCIAL PLANNER practitioner to help our clients build and preserve their wealth ever since.

As a fermenting enthusiast, motorcycle tinkerer, and hobby chef, I am always looking to expand my knowledge and skills. I enjoy volunteering my time in the central Indiana community, especially when I get to work with my hands. You can usually find me planting trees with Keep Indianapolis Beautiful Inc., promoting health and wellness as a member of St. Vincent Foundation Professional Advisers, or spreading the word of fee-only financial planning as a Midwest Regional Board Member of NAPFA.

NAPFA Start Date

December 19, 2016

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This Office

9000 Keystone Xing Ste 145 Indianapolis, IN 46240-7825 Phone: (317) 793-3553