Patrick Mudlin

Patrick Mundlin founded Money with Mundlin on a simple belief — that great financial planning should feel personal, not transactional. Patrick works with people who have worked hard, built something meaningful, and want to make sure their financial plan reflects that. His clients value honest guidance, thoughtful strategy, and a relationship built on trust — not sales pressure. His expertise runs deep across tax planning, retirement income strategy, Roth conversions, required minimum distribution management, estate planning coordination, and executive compensation and benefits — but what sets Patrick apart is how he brings it all together.

Every recommendation connects back to your bigger picture, your timeline, and the life you're actually trying to build. Patrick takes the time to understand not just your numbers, but your goals, your concerns, and what financial peace of mind actually looks like for you. Because a plan that doesn't fit your life isn't really a plan at all.