Bering Financial was established in 1986 by President and Senior Advisor, Patrick Smith. For over 40 years the focus of his practice has always been on helping people discover exactly what they need to know about their money that they were not aware of before.

The foundation of Patrick's career began in 1972 with an education by Investors Diversified Services, the only firm to offer complete financial planning to the general public in the U.S. at that time. (Note: IDS was acquired by American Express in 1984, now known as Ameriprise Financial. When Ameriprise boasts in their ads of a history dating back to 1894, they are referring to the history of IDS.)Bering Financial was established in 1986 by President and Senior Advisor, Patrick Smith.

For over 40 years the focus of his practice has always been on helping people discover exactly what they need to know about their money that they were not aware of before. The foundation of Patrick's career began in 1972 with an education by Investors Diversified Services, the only firm to offer complete financial planning to the general public in the U.S. at that time. (Note: IDS was acquired by American Express in 1984, now known as Ameriprise Financial. When Ameriprise boasts in their ads of a history dating back to 1894, they are referring to the history of IDS.)Patrick Smith Sr. Financial Advisor President,

Bering Financial Advisor Bio Patrick's experience continued through the 1980s with one of the most innovative financial companies of our time, E. F. Hutton, where he served as the financial planner for the 6,000 clients of their Fort Worth office. Growing from that foundation, he has continued his service as an independent financial advisor to clients all across Texas and the surrounding states as president of Bering Financial. Patrick recently founded WealthAwareness.com, an educational platform designed for the financial education of clients and the public to teach accurate thinking about personal economics. On a personal note, Patrick loves and enjoys his family, the outdoors and golf. He is an active member of Gateway Church in Southlake, Texas. He has seven children, four grandchildren and has been married to his wife Carol for 40 years.