Patrick Hargrove is skilled at managing the many complexities that wealth brings, including estate planning, financial planning, and risk management. He is honored to work with many multigenerational families and helps alleviate clients’ concerns around income streams and leaving a legacy for the next generation.

A Tuscaloosa native, Patrick began his career in 2011 with Morgan Keegan and remained with Raymond James in 2013 when the two firms merged. He helped form Warrior Investment Group in 2014. In 2019, Patrick completed his CERTIFIED FINANCIAL PLANNER™ certification. The CFP^® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. Patrick was named by Forbes as a Best-in-State Top Next-Gen Wealth Advisor in 2023.

Patrick graduated from Huntingdon College with an accounting degree, where he also played baseball. He and his wife, Kirsten, are the parents of one daughter, Piper Lee, and one son, John Patrick (JP). Active in the community, Patrick is a former treasurer of the Tuscaloosa Kiwanis Club, the Alexis de Tocqueville Society of the United Way of West Alabama, and a member of the Tuscaloosa Estate Planning Council. He and his family are members of First Baptist Church of Tuscaloosa.

The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2023) included: 42,108 nominations for all rankings, based on thresholds, 22,874 invited to complete online survey, 17,996 telephone interviews, 3,859 in-person interviews at advisors’ location, 1,487 virtual interviews and 3,738 individuals considered and 1,464 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/22 to 3/31/23 and was released on 8/8/23. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=4bb1a1c15fc3Ð