Meet Patricia

Patricia Moulton, M.Ed, LUTCF^®, RICP^®

Financial Advisor^*

Patricia’s life and career revolve around three guiding principles: vision, impact, and culture. She is deeply committed to empowering individuals to become the best versions of themselves, both personally and professionally, while fostering a culture of success and building legacies of excellence.

With 16 years of experience in financial advising, Patricia’s journey is rooted in her family history and a dedication to serving those who serve others. Inspired by her father, an Air Force veteran and former Director of Radiology, and her own experiences as a military wife, Patricia has cultivated a passion for helping individuals in high-stakes professions, including physicians, healthcare professionals, and first responders.

As the founder of Mains Financial Wealth Strategies, Patricia specializes in creating transformative financial strategies tailored to the unique needs of healthcare professionals and first responders. Her approach focuses on tax-efficient wealth accumulation, income protection, and strategic distribution. Patricia’s goal is to empower her clients to maximize their financial potential while addressing the distinct challenges of their professions.

In addition to one-on-one advising, Patricia shares her expertise through a YouTube channel dedicated to tax-efficient wealth accumulation, income protection, and sustainable financial strategies for healthcare and emergency response professionals. Known for her problem-solving skills and out-of-the-box thinking, Patricia’s direct and holistic approach has earned her the trust of physicians, pharmacists, nurses, and first responders alike.