Edward Jones - Financial Advisor: Rian Patrick

Edward Jones - Financial Advisor: Rian Patrick A Portland native and a dedicated Financial Advisor with a heart of a teacher. Let's make your financial aspirations a reality.

My passion lies in empowering my clients with knowledge to navigate the complex world of finance. I'm committed to sharing my deep understanding of goal development, financial strategies, and retirement preparation to help my clients build wealth and achieve their financial dreams. I focus on working with a diverse clientele, including individual investors, families, and business owners. My knowle

dge extends to estate organization, where I can assist you in preserving and transferring your wealth to future generations. Whether you're preparing for your family's future, the growth of your business, or securing your legacy, I'm here to guide you on this financial journey. Beyond my professional life, I'm also a proud father to two young, energetic, and amazing children - an older boy (7) and a younger girl (5). Growing up, I was immersed in the world of sports, and my love for athletic competition has never waned. I've channeled that passion into coaching youth sports, and I currently coach both of my children in soccer, basketball, and baseball. It's incredibly fulfilling to witness their growth, not just as athletes but as individuals. I'm equally passionate about helping other children learn valuable life skills through the medium of sports. When we are away from the court or field, my family and I also love exploring new places. Whether it's immersing ourselves in the tranquility of a camping retreat, conquering scenic hiking trails, embarking on transformative travel experiences, or savoring the culinary delights of a new restaurant. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical ste...
06/02/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.edwardjones.com/us-en

You’ve worked hard to build your portfolio and financial assets – but have you thought about planning your estate? These...
05/29/2026

You’ve worked hard to build your portfolio and financial assets – but have you thought about planning your estate? These tips may help you avoid common estate-planning missteps and ensure your plan works as intended.

5 tips to guide you

Stay up to date with the latest developments, trends and daily insights on the market.
05/27/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
05/25/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. ...
05/21/2026

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term s...
05/19/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
05/15/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

No two of my clients are alike. That’s why you have choices at Edward Jones.As your financial advisor, I can help you un...
05/13/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/4fiKaxB

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly a...
05/11/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headl...
05/07/2026

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors.

As always, I’m here to discuss how this outlook connects with your personal goals.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

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Clackamas, OR

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