Briskey Financial Services is a fee-only financial planning and investment advisory firm.

Scroll Down
What Makes Us
Unique

Experience

More than twenty years in the financial services industry

Education

Multiple degrees, professional licenses, continuing education

Independence

Completely independent, we answer only to our clients

Fiduciary Duty

We put our clients interests above our own

Fee-Only Compensation

We sell no products, receive no commissions

Ongoing
Service

Retainer Engagement

You may be looking for a continuous relationship that relieves you of the anxiety inherent in a fluctuating economy and constantly changing markets. That’s why we are here. Briskey Financial Services will provide you with ongoing investment management in addition to the initial planning work we undertake with all new relationships.

Fees for ongoing service are typically a flat annual amount based on your circumstances and the level of expertise required rather than a percentage of the assets we manage. We believe flat fees avoid any and all conflicts of interest and allow us to be completely objective as our compensation doesn’t change regardless of the advice we provide.

Our
History

Patrick J. Briskey

Photo of Patrick J. Briskey

Patrick J. Briskey is a Financial Advisor and President of Briskey Financial Services, LLC. He holds an Associate of Science degree in Business Management from Northwest State Community College and a Bachelor of Science degree Summa Cum Laude in Business Administration from Franklin University.

Pat has been the owner of Briskey Financial Services since its inception in 2007. Prior to that, he was an Investment Representative at a local banking institution as well as a Brokerage Services Manager and Recruiter for a national investment broker/dealer.

Let's Get
Started