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Patrick Roth

Financial Advisor

MEET Patrick

Patrick Roth is a seasoned financial services professional with over 32 years of experience in investment advisory and risk management. Currently affiliated with World Investment Advisors, LLC, as an investment advisor, he has built a distinguished career marked by leadership roles at prominent investment firms. His deep industry knowledge is backed by a comprehensive background in brokerage operations and compliance, having previously held positions as a Chief Compliance Officer and Director of Operations.

Specializing in corporate retirement plans, Patrick focuses on helping businesses and their employees navigate the complexities of long-term financial planning. He leverages his extensive expertise to design and manage robust retirement solutions, ensuring that organizations can offer competitive benefits while maintaining regulatory compliance.

Outside of his professional life, Patrick resides in Vienna, Virginia, where he is an active member of his community and enjoys spending time with his wife, Michelle, and their two sons.

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

Patrick Roth

Financial Advisor