Pat Melvin, CFP®
Financial Advisor
Pat is a CFP®, and enjoys playing golf and spending time with family.
Pat Melvin, CFP®, is a Financial Advisor in the Philadelphia area. He works closely with clients to guide them through important financial decisions, helping them build clarity and confidence across all aspects of their financial lives. Pat is especially motivated by the opportunity to develop meaningful, long-term relationships and to serve as a trusted resource for the individuals and families he advises.
Pat graduated from Villanova University in 2009 and brings more than 16 years of experience in the financial services industry. He spent the majority of his career in private wealth management, advising clients on comprehensive financial planning and investment strategies, and also gained valuable perspective through his work on the institutional side with Vanguard. In 2026, Pat joined Grimes & Company to establish and grow the firm’s presence in the Philadelphia area.
Outside of the office, Pat enjoys staying active and exploring new experiences. He can often be found on the golf course, trying new restaurants with his wife, Brittany, or hiking with their dog, Charlie.
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. Firm Representatives may, however, separately provide insurance products and services through our affiliate, Grimes Wealth Protection Group, LLC. If the client desires, one of Grimes’ representatives, acting in their capacity as a representative of Grimes Wealth Protection Group, LLC or in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.