Patrick Sier, CFP®, CRPC®, ChSNC®

Advisory Services of New England

Patrick Sier, CFP®, CRPC®, ChSNC®

Advisory Services of New England

Patrick Sier, CFP®, CRPC®, ChSNC®

Advisory Services of New England


Mr. Sier maintains designations as a CERTIFIED FINANCIAL PLANNER® practitioner, a Chartered Retirement Planning Counselor®, and as a Chartered Special Needs Consultant. He brings over 30 years of Investment, Trust and Private Banking experience with super-regional banks and brokerage firms to his role as an advisor to a select client base, providing consultative services in the areas of: investment management, lending, mortgage, estate, financial and retirement planning services, Special Needs Planning for families, business succession planning, long term health care, Social Security and Medicare Planning and insurance services.

Prior to starting Advisory Services of New England, Patrick was a senior investment advisor with major brokerage and Investment advisory firms including, UBS, Morgan Stanley and Merrill Lynch. He spent the first half of his career in Private Banking with Private Clients Group at Fleet National Bank, and its predecessor companies BankBoston and Hospital Trust. During his tenure with those firms, he served in a number of capacities as part of the management team, including Senior Vice President for The Private Bank at BankBoston, where he oversaw a team of 14. As part of the senior management team his responsibilities included strategic planning and product development. He served as a senior liaison to the Commercial Lending, Precious Metals, and Corporate Real Estate departments and to the Board of Directors where he was responsible for providing estate planning, investment management, lending and private banking services to Board Members, senior bank officers and their clients.

Patrick started his career at BankOne in Ohio. Patrick earned his Certified Financial Planning designation in 1993 and his Chartered Retirement Planning Counselor designation in 2008 a Certified Divorce Financial Analyst certification in 2009 and the Charted Special Needs Consulting designation in 2022. He is a graduate of the National Trust School, and the National Commercial Lending School. He earned his bachelor’s degree in Business Economics in 1980 from Wright State University.

Patrick is a member of the Estate Planning Council of Rhode Island. He  has served on numerous boards including The East Bay Center and The Rhode Island Council of Community Mental Health Organizations. He is also a past member of the Board of; The American Lung Association of RI, The Women's Center of Rhode Island, the estate planning committee for Meeting Street School, The Friends of the Philharmonic, The Turks Head Club and Bar Zap an environmental group in Barrington, Rhode Island where he and his wife live. Patrick may be reached at- 105 Governor Bradford Dr. Barrington RI 02806 or patsier@scfinc.com His direct line is (401) 965-9414

Firm Description


We are a boutique investment management organization that offers investment management and relationship management services, to affluent individuals, businesses and institutions. We are able to integrate and leverage industry contacts in banking, legal, tax, medical, insurance and other arenas to help bring tailored solutions to client needs.

From investment management to financial planning, estate planning, Social Security Maximization, and medicare we have access to a broad array of resources to help clients manage their wealth and deal with life events.


Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM


What Is a Special Needs Planner?

Main Office

105 Governor Bradford Drive
Barrington, RI 02806

On the web

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