WHO WE ARE
At Patriot Business Consultants, we know you want to be in control of your circumstances.
Patriot Business Consultants, Inc. is a Raleigh-based financial advisory firm specializing in estate planning, tax planning, and asset protection for families and small business owners.
We were founded on a simple belief: that the families and business owners who plan carefully and understand their options fare dramatically better than those who don’t — regardless of the size of their estate.
Our approach is education first. Before we ever discuss solutions, we make sure you understand the problem. That’s why our founder, Rick White, CTS, has taught retirement education courses at the McKimmon Center on the NC State campus for years, and why we created the free 7-Point Estate Plan Audit Checklist as a starting point for any family that wants to understand where their plan stands.
We are not a CPA firm or a law firm. We work alongside your existing tax and legal advisors to design and implement actionable strategies that protect and grow what you’ve built.
We know what it’s like to be frustrated with your tax bill. With 43 years of experience, our team has helped successful business owners like you keep more of their cash flow, capture lost opportunity costs and generate more personal wealth from their businesses.
Getting started is simple:
01
Discover Where You're Overpaying
02
Determine if We’re the Right Fit
03
Keep More of Your Cashflow
Our Team
Rick White
Rick White is a Certified Estate and Trust Specialist™ with 45 years of experience in estate planning, tax planning, and asset protection. He is President of Patriot Business Consultants, Inc. and has spent his career helping families and business owners across the Triangle protect and transfer what they’ve built.
Rick is the author of The Estate Planning Mistake Manual, a plain-language guide to the eight most costly estate planning mistakes he has watched families make — and exactly how to avoid each one. He teaches ‘The New Reality in Our Retirement,’ a retirement education course at the McKimmon Center on the NC State campus.
Rick has appeared on PBS and Fox Business, and has been featured in Fortune/CNN Money and the Financial Services Advisor. He is a mentor to financial advisors nationally through Next Level™ Advisors.
Katelyn kucharo
Katelyn serves as the Operations Officer, overseeing the day-to-day administrative and operational functions of the business.
She has extensive background and industry experience, particularly in tax and business planning.
Her expertise allows her to support key business functions and maintain strong relationships with clients.
