As the founder of Obsidian Planning, Patrick has spent the last 35 years helping business owners and families create comprehensive financial plans to protect their assets and legacies. Through his work, he created the Lifestyle Protector Program™, a simple, step-by-step planning process that will fit seamlessly into your already busy schedule and guide you through the process of identifying and realizing your personal and professional goals. A long-time business owner and family man, Patrick draws on both his professional and personal experience to create customized, comprehensive solutions to provide you with peace of mind for your financial portfolio. He holds a Bachelor of Science from

Patrick Carroll
Founder and CEO
Obsidian Planning Solutions
United States, Maryland, Rockville
About Me
Profile Information
Founder and CEO
Obsidian Planning Solutions
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Rockville
Maryland
United States
Aug 5, 2025
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