CoverProfile

Patrick Carroll

Founder and CEO

Obsidian Planning Solutions

United States, Maryland, Rockville

About Me

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

View more

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

More profiles to browse

Profile Photo
Todd Feldman
Sync Your Life Goals With Your Business Goals

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University