American Wealth Management
47yrs
Top advisor by experience in Alpharetta
26yrs
Patrick Dailey
Full name on record: Patrick Maher Dailey
Financial advisor at Capital Endurance Group
Based in Alpharetta, Georgia, Patrick Dailey is a fiduciary financial advisor with 26 years of industry experience. Patrick has been with Capital Endurance Group since 2016; before that, Patrick spent a year at Tailored Wealth Management and three years at Redwood Wealth Management. Patrick holds the CFP® designation.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?More experience than 73% of advisors in Alpharetta
Office5755 North Point Parkway Suite 20, Alpharetta, GA 30022
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.67 million
Advisors at the firm2
States licensed ?1 state
Services through Capital Endurance Group
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowCapital Endurance Group, Inc.Current firm
- Jan 2016 – Oct 2016Tailored Wealth ManagementPreviously
- Mar 2015 – Dec 2015Tailored Wealth ManagementPreviously
- 2011 – 2014Redwood Wealth Management, LLCPreviously
- 2005 – 2011Truewealth ManagementPreviously
Contact Patrick
(470) 375-6663Capital Endurance Group main office 5755 North Point Parkway Suite 20Alpharetta, GA 30022Office · Get directions Facebook pageCapital Endurance Group
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Capital Endurance Group at (470) 375-6663 and ask for Patrick Dailey. Patrick works from the Alpharetta, GA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2001, about 26 years. More experience than 73% of advisors in Alpharetta.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Capital Endurance Group reports being paid by a percentage of the assets they manage, flat or fixed 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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