Patrick D. Lawler

Patrick D. Lawler Financial Advisor at Ameriprise Financial Services, LLC My role is to bridge that gap with a blend of experience and personalized attention.

What you can expect when you work with me

As your dedicated financial advisor, my approach to client service revolves around understanding where you are in your financial journey and where you aspire to be. I consider the impact of current and future tax liabilities on your financial decisions. By staying abreast of evolving tax laws and leveraging tax-efficient strategies, I aim to enhance your

financial well-being. From an investment standpoint, my philosophy is grounded in creating a portfolio that reflects your risk tolerance, time horizon, and financial objectives. I believe in a balanced approach, combining growth potential with risk management, to align your investments with your personal and financial goals. Financial responsibility is at the core of my practice. I emphasize the importance of discipline and prudent decision-making in my approach to financial planning. A key differentiator in my service is the use of trackable goals. Instead of a 'see what sticks' approach, I work with you to help establish clear, measurable objectives. We regularly review these goals, adjusting strategies as needed to help keep you on track towards achieving them. In essence, my commitment to you extends beyond mere advice. It’s about working together to support your financial journey, looking to turn aspirations into attainable goals.

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameri...
07/17/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

If you aren’t from around here, seeing a bright, neon-red hot dog on the grill might cause a double-take. But true Maine...
07/15/2026

If you aren’t from around here, seeing a bright, neon-red hot dog on the grill might cause a double-take. But true Mainers know that if it doesn't have that signature "snap" when you bite into it, it’s just a regular frank.

To the business owners, partners, and high earners scrolling this morning:You excel at what you do because you understan...
07/13/2026

To the business owners, partners, and high earners scrolling this morning:

You excel at what you do because you understand the power of delegation. In your career or business operations, you likely rely on a trusted network of specialists to keep things running smoothly.

Yet, it's not uncommon for affluent professionals to act as their own part-time Chief Financial Officer on Sunday evenings—trying to coordinate estate structures, tax strategies, asset protection, and retirement modeling in their spare time.

Many executives and business owners find that their personal financial life benefits from the same level of institutional discipline they apply to their corporate operations.

At Atlantic Wealth Planning Group, we act as a dedicated financial ally for established families and high earners, handling the complex coordination so you can stay focused on what you do best.

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opport...
07/09/2026

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

It’s a funny phenomenon. You work incredibly hard, you cross into a new income bracket, and you decide it’s finally time...
07/07/2026

It’s a funny phenomenon. You work incredibly hard, you cross into a new income bracket, and you decide it’s finally time to enjoy the rewards of your success.
Enter: The Upgrades. 🚤🏡

Suddenly, you're the proud owner of a beautiful boat or a weekend getaway home. It’s the absolute dream! Right up until:

-The boat engine makes a sound that costs $5,000 just to diagnose.

-The summer home develops a roof leak that requires a team of specialized contractors.

-Your Saturdays shift from "relaxing by the water" to "managing a logistical supply chain of repairmen."

Before you know it, your hard-earned rewards have accidentally given you a second, unpaid full-time job.

Here is your gentle mid-summer reminder: More assets shouldn't equal more aspirin.

True wealth isn’t about accumulating things that drain your energy; it’s about buying back your time and your peace of mind. Your money should be working for you, not the other way around.

If your financial success has created a level of complexity that is starting to chew into your weekends, it might be time to outsource the stress.

Celebrating 250 years of the USA!
07/04/2026

Celebrating 250 years of the USA!

Happy July! We are officially halfway through 2026.For high earners, this is often the time of year when looking at a mi...
07/02/2026

Happy July! We are officially halfway through 2026.

For high earners, this is often the time of year when looking at a mid-year pay stub triggers a realization of just how much is going toward taxes. 💸

While it’s common to wait until April to see how the numbers fall, waiting can sometimes limit your options. The back half of the year is often where the most effective tax optimization strategies can be put into motion.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

In my Kenny Powers era. What's on your summer bucket list?
06/26/2026

In my Kenny Powers era. What's on your summer bucket list?

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own ...
06/23/2026

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy — and if you’re navigating on your own, I'm here to help you turn today’s choices into a plan you can feel good about.

🔗 Learn more: Ameriprise.com/FlyingSolo

I’m reading a book about anti-gravity. It’s impossible to put down.
06/21/2026

I’m reading a book about anti-gravity. It’s impossible to put down.

Address

10 Plaza Drive
Scarborough, ME
04074

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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