PATRICK DARBY, CFP®, EA
MANAGING MEMBER
Two years after college graduation, Pat launched a Beer Pong Tournament business which proved to be an expensive lesson on how not to run a business. From those mistakes, Pat began to learn as much as he could about business, finance, and tax to avoid repeating those mistakes. This sparked his passion for the financial side of the business.
In 2010, Pat entered Financial Services full-time and launched Darby Business Advisors in 2019.
Pat's financial and tax credentials include Certified Financial Planner™️ (CFP®️), Enrolled Agent (EA) the highest credential awarded by the IRS, as well as a Licensed Insurance professional.
Darby Business Advisors focuses on helping Online Fitness Entrepreneurs save taxes & grow their money.
Who is Patrick Darby?
WHY ARE WE DIFFERENT?
At the time of Pat's Beer Pong business struggles, Pat had a Financial Advisor and a CPA doing his taxes. However, neither of them specialized in working with small business owners. Pat did not know how to incorporate his business financial challenges/opportunities with his personal financial challenges/opportunities.
It felt confusing and overwhelming not knowing if the challenge could be resolved by a Financial Advisor, Accountant, Tax Advisor (yes, later learned this is often NOT the Accountant), Lawyer, Banker, or someone else.
Now Pat's firm aim to solve this frustrating problem most business owners face.
Darby Business Advisors helps Fitness Entrepreneurs answer important money questions that they may not know to ask. Incorporating advice and guidance on all your finances inside and outside of your business.
Professional designations include:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
From purchasing your first home to saving for retirement, CFP® professionals are trained to help you develop a comprehensive strategy to reach your short & long-term financial goals.
ENROLLED AGENT (EA)
As an online coach, taxes are likely your largest expense. We will help you build a tax-efficient strategy that aligns both your personal and business finances.
Enrolled Agent (EA) is the highest credential awarded by the IRS.
LICENSED INSURANCE PROFESSIONAL
Insurance can be confusing and expensive, I can help you evaluate the plans that are best for your family and your business.