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Advisors / Ohio / Youngstown
37yrs

Patrick Manes

Financial advisor at Independent Financial Partners

Patrick Manes is a financial advisor in Youngstown, Ohio, with 37 years in the industry. After a year at Principal Securities and five years at National Planning, Patrick joined Independent Financial Partners in 2012, a firm offering financial planning, investment management, and retirement plan consulting. Independent Financial Partners reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 58 advisors with offices in Youngstown.

Youngstown, OH 44505Top 5% by experience in Ohio

At a glance

Experience37 years (since 1989)
How that compares ?Top 5% by experience in Ohio
Office15 Colonial Drive Suite 23, Youngstown, OH 44505
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$225,569
Advisors at the firm314
States licensed ?1 state

Services through Independent Financial Partners

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2012 – now
  2. Aug 2011 – May 2012
  3. 2006 – 2011
    National Planning CorporationPreviously
  4. 2000 – 2005
    Metlife Investment Fund Services LLCPreviously

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Patrick

How do I contact Patrick?

Call Independent Financial Partners at (813) 341-0960 and ask for Patrick Manes. Patrick works from the Youngstown, OH office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 1989, about 37 years. Top 5% by experience in Ohio.

What licenses does Patrick hold?

Series 63. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Patrick paid?

Independent Financial Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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