Patrick Long CFP®
Managing Partner
Patrick has been a financial advisor for more than 25 years and a CERTIFIED FINANCIAL PLANNER® professional since 2004. Prior to becoming an independent practitioner, he worked for two major regional banks. His background includes investments, asset management, insurance, banking, and financial planning experience.
Patrick believes in a practical wealth management process. This process includes educating his clients, helping them clarify and prioritize financial goals, implementing a plan of action, and then following up with timely and effective ongoing support – making adjustments along the way. To support a positive client experience, Patrick regularly coordinates his work with other professionals and takes pride in employing the latest technology where it enhances the client experience.
Patrick and his wife Page live in Vestavia Hills, Alabama, and are members of Trinity United Methodist Church. They have two children – one a graduate of the University of Georgia and living in Newport Beach, California, and one starting college at Texas Christian University in the Fall of 2024. Patrick attended the University of Alabama at Birmingham where he was a four-time letterman as a member of the UAB golf team. He is still an avid golfer and loves hanging out with his Labrador Retrievers.
Our Broker/Dealer
Commonwealth Research Team
Commonwealth Advanced Planning Team
Commonwealth Retirement Team
Making it Simple to Get Started
At Longbow Capital Partners, when it comes to the financial planning process, simplicity equals performance. To get started, simply give us a call to schedule an introductory meeting.