Your Advisor

Patrick Tarkey

Guided by high standards of integrity and service, Patrick brings his expertise and fiduciary responsibilities to work for you.

Beginning his career in institutional equity research, Patrick gained  insights into the inner workings of the U.S. equity markets. He observed firsthand how the world’s largest investors evaluate opportunities, conduct research, and implement investment strategies.

This foundational knowledge has been instrumental in shaping his approach at Strathaven Financial, where he combines institutional-level expertise with a personalized touch to guide clients in making informed investment choices.

During his tenure at JPMorgan Asset Management, Patrick honed his expertise by collaborating with financial advisors nationwide across various channels. His dedication and innovative strategies garnered national recognition, positioning him as a trusted resource in the industry.

Over the last five years, he worked closely with some of the largest financial advisors, gaining  insights into their practices and the challenges they face. This extensive experience not only deepened his understanding of client needs, but also reinforced his commitment to delivering exceptional service and investment advice.

Patrick’s decision to launch Strathaven Financial in 2024 was driven by a desire to offer a personalized, high-level service that reflects his extensive experience in the industry. With a focus on understanding each client's unique goals and challenges, he aims to provide tailored investment strategies that go beyond the standard offerings.

Strathaven Financial is built on the principles of trust, transparency, and a commitment to making a meaningful impact in the lives of clients.

Patrick is a 2013 graduate of John Carroll University and is based on Columbus, Ohio with his wife Megan.

Institutional best practices for every investor

Reimagining risk-management

Fiduciary first

Let's create a plan your future self will thank you for.

Let's create a plan your future self will thank you for.