United Planners' Financial Services of America a Limited Partner
41yrs
Top advisor by experience in Milford
20yrs
Based in Milford, Michigan, Patrick Shaw is a fiduciary financial advisor with 20 years of industry experience. Patrick joined Mariner Independent in 2024, after a year at Lido and six years at Mariner. Patrick holds the CFP® designation.
One of 16 advisors with offices in Milford, and one of 14 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors at Mariner Independent
Office545 N Main Street Suite 202, Milford, MI 48381
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.65 million
Advisors at the firm120
States licensed ?1 state
Services through Mariner Independent
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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
- 2024 – nowMariner IndependentCurrent firm
- Jan 2023 – Mar 2024LidoPreviously
- 2016 – 2022MarinerPreviously
- Sep 2016 – Mar 2018Mariner Wealth AdvisorsPreviously
- 2013 – 2016J.P. Morgan Securities LLCPreviously
- 2009 – 2013Charles Schwab & CO., Inc.Previously
- 2006 – 2009Ameriprise Financial Services, LLCPreviously
Contact Patrick
545 N Main Street Suite 202Milford, MI 48381Office · Get directions Firm main line(913) 904-5700Headquarters: Mariner Independent · Overland Park, KS LinkedIn pageMariner Independent
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Mariner Independent at (913) 904-5700 and ask for Patrick Shaw. Patrick works from the Milford, MI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2006, about 20 years. More experience than 65% of advisors at Mariner Independent.
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?
Mariner Independent reports being paid by a percentage of the assets they manage, hourly fees, 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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