Patrick Sweeney, CFP®

Financial Advisor

Experience & Expertise

Patrick is a Financial Advisor in the firm’s Private Client Group. He holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER®. Patrick joined Greenspring in 2020 and was promoted to Financial Advisor in 2022. He works closely with other members of the Private Client Group to provide comprehensive financial planning and wealth management services to individuals and families.

Get Better Acquainted With Patrick

Favorite Thing About Working With Clients

“Helping clients navigate some of the most important life decisions they will face and knowing you are having a lasting impact.”

My Philosophy On Client Service

“I always strive to go above and beyond in helping clients because seeing them happy with the work we do is the reason I am in this field.”

Maryland 
B.S. in Business with a Concentration in Financial Planning from Towson University
Series 65 Licensed
CERTIFIED FINANCIAL PLANNER®
Columbia, MD
Towson University
Our Daily Bread
Golfing
Fishing
Spending time with family and friends
Master Your Craft
What I Love About Greenspring

“The firms core values, the culture and the dedication to premier client service.”

Recent Insights

Elections and Investing: Why Long-Term Discipline Matters

A total of 435 seats in the U.S. House of Representatives and 35 out of 100 seats in the U.S. Senate will be up for grabs, not to mention numerous state and local elections that will determine who controls the chambers of Congress in states across the country.

Fiduciary Foundations: Q3 2026 Plan Sponsor Newsletter

Many plan sponsors have good intentions, but without a clear process, it can be hard to show how decisions have been made. A well-documented and repeatable approach can make a meaningful difference when it comes to fiduciary governance.

A Cup of Ambition: What Dolly Parton Knew About Money (That Most of Us Don’t)

“She never saw a door she couldn’t open, and the doors she opened made and changed history.” That’s how Bryan Seaver described his aunt in the video announcing her death on August 25, 2026. Dolly Parton was 80 years old.