Integrity
We act with honesty, transparency, and a clear responsibility to the people we serve.
Kintail Advisors is an independent investment advisory firm focused on thoughtful portfolio management, financial planning, and a lasting responsibility to the people and families we serve.
We act with honesty, transparency, and a clear responsibility to the people we serve.
We look beyond the immediate decision to understand how each piece fits into the larger financial picture.
We stay disciplined through market cycles, difficult decisions, and the uncertainty that comes with real life.
We are grounded in faith and guided by timeless principles.
Patrick McRae founded Kintail Advisors to offer the kind of guidance he believes families actually need: independent, disciplined, and grounded in stewardship rather than salesmanship.
Raised in a sixth-generation farming family, Patrick learned early that wealth is not abstract. It is built through work, protected through discipline, and carried forward through sound judgment. That perspective continues to shape how he advises clients today, with patience, responsibility, and a long-term view.
Patrick serves individuals, families, and business owners through thoughtful planning, disciplined portfolio oversight, and a commitment to helping clients make clear, informed decisions. He approaches the advisory relationship as both a fiduciary and an educator, believing that understanding leads to confidence and that confidence supports better choices.
His professional experience has been shaped by markets, business owners, agricultural families, and the realities that come with managing wealth across changing conditions. He believes good advice should make complexity easier to understand without pretending that important decisions are simple.
As a husband and father, Patrick also understands that financial decisions are rarely just about the present. They are about what is being built, protected, and carried forward for the people who come next. Faith, family, responsibility, and the long view are not separate from the work. They are part of why the work matters.
Markets change. Headlines change. The responsibility attached to family wealth does not.
We believe financial advice is best approached as a relationship built on stewardship, not salesmanship. That means putting our clients’ interests ahead of our own, taking the time to understand what matters to them, and helping them understand the reasoning behind the decisions we make together.
Good stewardship also requires discipline. Investing and financial planning involve uncertainty, changing conditions, and decisions that may unfold over decades. Our role is to bring structure and perspective to that process so decisions are made purposefully rather than reactively.
The Kintail name reflects a place shaped by history, landscape, and generations. It is a reminder that meaningful wealth is rarely built in a single season. We view our role as both partner and guide: helping clients care for what they have built, make thoughtful decisions today, and prepare deliberately for the generations that follow.
We manage investments with a disciplined process designed to balance risk, pursue opportunity, and stay aligned with the purpose of the portfolio.
We help organize the moving pieces of your financial life so decisions can be considered as part of one connected picture.
We are here for the long run, adapting with clients through market cycles, life transitions, and generational change.
A first conversation is simply a chance to learn how we work, ask questions, and see whether our approach aligns with what you’re looking for.