Patrick D. Lawler

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Patrick D. Lawler Financial Advisor at Ameriprise Financial Services, LLC My role is to bridge that gap with a blend of experience and personalized attention.

What you can expect when you work with me

As your dedicated financial advisor, my approach to client service revolves around understanding where you are in your financial journey and where you aspire to be. I consider the impact of current and future tax liabilities on your financial decisions. By staying abreast of evolving tax laws and leveraging tax-efficient strategies, I aim to enhance your financial well-being. From an investment standpoint, my philosophy is grounded in creating a portfolio that reflects your risk tolerance, time horizon, and financial objectives. I believe in a balanced approach, combining growth potential with risk management, to align your investments with your personal and financial goals. Financial responsibility is at the core of my practice. I emphasize the importance of discipline and prudent decision-making in my approach to financial planning. A key differentiator in my service is the use of trackable goals. Instead of a 'see what sticks' approach, I work with you to help establish clear, measurable objectives. We regularly review these goals, adjusting strategies as needed to help keep you on track towards achieving them. In essence, my commitment to you extends beyond mere advice. It’s about working together to support your financial journey, looking to turn aspirations into attainable goals.

Happy Boss's Day to every business owner who has ever said, 'I should really take a day off,' and then answered six emai...
10/16/2026

Happy Boss's Day to every business owner who has ever said, 'I should really take a day off,' and then answered six emails before breakfast.

What is the most 'boss' thing you did today?

A good Maine road trip does not begin with 'head north and hope for the best.'You pick a destination, check the route an...
10/12/2026

A good Maine road trip does not begin with 'head north and hope for the best.'

You pick a destination, check the route and make course corrections along the way. Financial goals deserve the same treatment: specific, trackable and reviewed regularly.

If your plan is still based on a number you chose years ago, it may be time to check the coordinates.
https://bit.ly/4zyG4bP

Restricted stock can create wealth—and a tax bill—on someone else's schedule.Before the next vesting date, know three th...
10/07/2026

Restricted stock can create wealth—and a tax bill—on someone else's schedule.

Before the next vesting date, know three things:
• What will vest
• What may be withheld for taxes
• How much of your total net worth is already tied to the same company that pays your salary

The goal is not to predict the stock. It is to make sure one company is not making every decision for you. Let's talk if your equity compensation has outgrown your plan.
https://bit.ly/4zjEGti

Fall weekends come with impossible choices. Pick one:A) A White Mountains hikeB) A long bike rideC) One more day on the ...
10/05/2026

Fall weekends come with impossible choices. Pick one:

A) A White Mountains hike
B) A long bike ride
C) One more day on the ocean
D) Staying home because you already stacked the firewood

October is when financial planning gets real.There are roughly 90 days left to make decisions that may affect this year'...
10/03/2026

October is when financial planning gets real.

There are roughly 90 days left to make decisions that may affect this year's taxes, charitable giving and retirement contributions. By January, many of those choices are no longer choices.

If your financial life has changed in 2026, now is the time to check whether your strategy changed with it.
https://bit.ly/3VgUH4K

Question: Do you know which animal was the very first image to appear on an official U.S. coin?A) A Bald EagleB) An Amer...
09/28/2026

Question: Do you know which animal was the very first image to appear on an official U.S. coin?

A) A Bald Eagle

B) An American Bison

C) A Sea Turtle

D) A Horse
https://bit.ly/4dEgY2w

Around here, today marks the exact moment my wardrobe transitions to 100% flannel, and my daily coffee order gets a whol...
09/22/2026

Around here, today marks the exact moment my wardrobe transitions to 100% flannel, and my daily coffee order gets a whole lot warmer. ☕

Autumn in Maine is tough to beat—the foliage is starting to pop along the coast, apple orchards are humming, and there's that unmistakable crispness in the salt air.

It’s easy to get caught up in market trends and busy schedules, but today is a great reminder to pause and count our ble...
09/21/2026

It’s easy to get caught up in market trends and busy schedules, but today is a great reminder to pause and count our blessings. I am immensely grateful for the trust my clients place in me every day, and for the privilege of living and working in this incredible community.

👇 What’s one thing you’re particularly grateful for today?
https://bit.ly/4y6NItv

That moment when you realize Maine's summer weather is winding down, so you attempt to squeeze three months of beach day...
09/18/2026

That moment when you realize Maine's summer weather is winding down, so you attempt to squeeze three months of beach days, boat trips, and lobster rolls into a single 48-hour weekend.

In my work with families, I often see life move much faster than paperwork. Marriages, new grandkids, career shifts, or ...
09/15/2026

In my work with families, I often see life move much faster than paperwork. Marriages, new grandkids, career shifts, or updated tax laws can quietly make older estate structures out of date.

Ensuring your legacy strategy matches your current life stage can help guarantee your wealth transfers according to your exact wishes without unnecessary friction for the people you love.
https://bit.ly/4xusLrw

Address

10 Plaza Drive
Scarborough, ME
04074

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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