Benjamin F. Edwards & Company
45yrs
Top advisor by experience in Danbury
1yr
Patrick Eaker
Financial advisor at Integrated Wealth Concepts
Patrick Eaker has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Danbury, Connecticut. Patrick joined Integrated Wealth Concepts in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Integrated Wealth Concepts reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 79 advisors with offices in Danbury, and one of 68 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office44 Old Ridgebury Road Suite P-140, Danbury, CT 06810
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$781,916
Advisors at the firm475
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Career
- Dec 2025 – nowIntegrated Wealth Concepts LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for Patrick Eaker. Patrick works from the Danbury, CT office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Patrick hold?
Series 63, Series 65. 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?
Integrated Wealth Concepts 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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