Wealth That Works. Health That Lasts. A Legacy That Lives On.

Design your life around freedom, vitality, and purpose, not just money. Learn how to build passive income, optimize your lifestyle, and create a legacy that outlives you.

The Pillars of My Mission

Explore Patrick’s Business Ventures

Each is designed to support a different pillar of Wealth, Health, and Legacy

A private fund helping investors generate passive income through mortgage notes backed by real estate.

A lifestyle brand focused on holistic health, energy optimization, and peak performance for entrepreneurs.

Education and tools for passing down values, capital, and wisdom to the next generation.

Meet Patrick Franz

Professional Investor & Coach

Patrick Franz is a visionary investor, educator, and financial strategist renowned for helping everyday people break free from the financial matrix through creative and unconventional investing. With a background in high-ticket sales and a passion for personal growth, Patrick walked away from a 16-year career to forge a path in real estate and private lending—ultimately discovering one of the most powerful and overlooked investment strategies in modern finance: mortgage note investing.

As the founder of the “Invest Brilliantly” movement and co-creator of the Rhino Method, Patrick has taught thousands of entrepreneurs, real estate professionals, and aspiring investors how to generate passive income, build generational wealth, and take full control of their financial destiny. His educational platform, Note Investor University, provides step-by-step mentorship for those ready to transition from active income earners to true wealth builders.

Patrick’s story is one of bold reinvention, purpose-driven mentorship, and unwavering commitment to empowering others. Whether he’s speaking on stage, hosting a workshop, or working one-on-one with coaching clients, Patrick brings passion, integrity, and a refreshing perspective on what it really means to achieve financial freedom.

When he's not leading investments or coaching future wealth-builders, Patrick can be found enjoying life with his family, exploring new adventures, and living proof that financial independence is within reach for those who are brave enough to pursue it.

THEPATRICKFRANZ - Real Success Stories

Take the next step toward financial freedom & legacy building

Real Estate

Want to Invest Passively?

Apply to Invest with Everly Mae Capital Group (Real Estate & Mortgage Notes)

Apply to Invest ➜
University

Want to Learn How to Buy Mortgage Notes Like a Pro?

Join Note Investor University – Learn to Build Cash Flow Without Tenants

Join NIU Today ➜
Trust

Need a Dynasty Trust or Family Wealth Structure?

Get Referred to Our Trusted Legacy Trust Attorney

Get Referred ➜
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Want to Bank on Yourself Using Whole Life Insurance?

Fill Out the Needs Assessment with Our Infinite Banking Partner

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Ready to Control Your Retirement Capital?

Open or Rollover a Self-Directed IRA with Directed IRA

Open Account ➜
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Get Your Body Back After 40

Start the Pfit Jumpstart Program – Fitness & Nutrition for Men Who Want More

Start Program ➜

FREE RESOURCE

Download "7 Rules to Get Ripped Over 40"

Fitness, Focus, and Fuel for High-Achieving Men

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DISCLAIMER:
All opinions are personal and for educational purposes only. This is not financial, tax, or legal advice. Always do your own research, consult a professional, and choose the strategies that best fit your personal goals.

Real Success Stories

Hear from real investors who transformed their financial future by working with Patrick.

Devinder Khera

Campbell Cobb

Len Murphy

Diana Bonacasa

Pat Crowder

Kent McGuire

Let’s Design Your WHL Plan – Wealth. Health. Legacy.

Hear from real investors who transformed their financial future by working with Patrick.


Patrick Franz is a visionary investor who helps people break free from the financial matrix through creative strategies. He left a 16-year sales career to pursue real estate and discovered the power of mortgage note investing.

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