About Our Firm
We have extensive experience working inside large, medium and small wealth management firms with a focus on driving programs and solutions that deliver transformative growth. Experience from the inside has shown us the real-world outcomes that surface once ideas move through launch and ongoing adoption… and we have the scars to prove it. This end-to-end experience sets us apart and can accelerate your team's success.
Patrick Garvey, Founder
Patrick has over 20 years of corporate financial services experience and has helped firms large and small grow their wealth management organizations with scalable solutions. He has a passion for helping people and teams achieve their potential through close collaboration that leverages his experience in COO roles. He has a track record of developing solutions and systems that transform and scale advisor-led businesses and tap into sustainable growth potential.
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At Timberline, our values are fundamental to everything we do. We believe that integrity builds trust, accountability fosters ownership and collaboration empowers us to achieve great things together.
