Patrick Roberts, CPA
Partner | Senior Investment Analyst | Chief Operations Officer


Operations and technology
Billing and reporting
Implementing investment plans
Patrick wears many hats at Market Street — and in life — but it’s his knack for details that makes him a great analyst, friend and family man. Whether he’s planning a financial strategy for a client or a great vacation for his family, there’s nobody better to have on your side when the nitty gritty details matter.
Patrick is a massive fan of all types of sports — especially when he’s watching his two boys play them. With their competitive nature, they are a force to be reckoned with on the baseball field and basketball court.
25 people stuffed into one big house in the Outer Banks — it’s not the latest season of Big Brother, it’s Patrick’s annual vacation with his wife’s family. While it can be a bit overwhelming for a former only child, it’s a tradition he looks forward to every year.
Patrick is one cool customer in every sense of the word. His family loves spending time outdoors in chilly weather, whether it’s a winter trip to Michigan or just riding bikes in the evening. If it’s above 20°, it’s snow problem for Patrick.

Non-financial advice from

On winter getaways
“Beaches are just as beautiful in the winter as in the summer — just don’t climb on the ice!”
On java
“Get a countertop-sized wood-fired bourbon barrel, let bourbon soak into the wood, then put coffee beans inside for a few days. Grind it up and, voilà, homemade bourbon-infused coffee.”
On the Indy 500
“There’s nothing quite like the largest single-day sporting event in the world. With 100+ runnings, it’s worth going at least once to say you were part of history.”


Certified Public Accountant (CPA)


A Certified Public Accountant (CPA), Patrick is a graduate of Franklin College, where he earned a B.A. in Accounting & Business. In college, Patrick’s favorite classes focused on tax and finance, so a career in financial planning was an obvious choice. But once he began working with clients personally, he found there was something he loved even more: applying his skills to help real people achieve life-changing goals through great technology.

Passionate about helping our clients and his fellow teammates at Market Street, Patrick joined Market Street in 2015 after practicing at another Indianapolis-based firm for the first 7 years of his career. His attention to detail brings a high level of efficiency to his work, and it supports his goal of making all of our client data as accurate as possible.

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