Building lifelong relationships rooted in

Performance and Trust

At Ayers Financial Services, our mission is to provide the guidance our clients need to make the best decisions for their financial situation and future. We are built on a foundation of trust, respect, competence, education and client service. As a firm, we strive to exceed our clients’ expectations on a consistent basis.

Our Story

We began over 25 years ago with a belief in our clients. We are not led by corporate quotas or branded investments. We only invest in our clients, digging deeper into their goals, dreams and inspirations to develop the best customized approach drawn from individualized planning.

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Patrick Ayers, RFC

President and CEO

Patrick is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

A lifelong resident of the Roanoke Valley, Patrick’s career in wealth management started in his family’s tax business. He observed there was no one to bridge the gap between financial and tax planning strategies, which often resulted in needlessly wasting hard-earned money. In 1992, Patrick founded Ayers Financial Services to provide a comprehensive approach to wealth management based on knowledge, respect, communication and trust.

Patrick has passed the Series 63 and 65 securities exams and is registered as an Investment Adviser Representative and a Registered Representative with Madison Avenue Securities, LLC. He holds licenses in life and health insurance and annuities and variable contracts in Virginia and has earned the Registered Financial Consultant (RFC) designation. He has a bachelor’s degree in finance from Virginia Tech.

Every weekend, Patrick can be heard hosting his “Financial Sanity” radio show on WFIR, Roanoke, and WLNI, Lynchburg. He also has been seen in Forbes magazine and Kiplinger.

Patrick lives with his wife, Tara, and their three children in Botetourt County, Virginia. In his free time, he enjoys traveling, music, spending time with his family and participating in his children’s sports and activities.

 

Aaron Price Associate Advisor

Mahi DennyOperations Associate

Michele PageMarketing Coordinator

Lauren Johnson
Administrative Assistant

Tara AyersOffice Manager

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Ready to take
The Next Step?

For more information about any of the products and services listed here, request a meeting today or register to attend a seminar.

Or give us a call at 540.563.9144