Firm Profile

Paul Irving and Patti Drotter formed the boutique tax advisory and wealth management firm of Praetorian Advisors in October 2001 after spending a combined three decades providing high value and quality financial planning services to individuals and their closely held entities.
 

Praetorian Advisors’ select client base consists primarily of successful families, but also estates, corporations, trusts, family partnerships and other entities associated with these individuals. Many of our clients require strategic tax planning relating to stock options and other forms of equity compensation, an area in which we provide a deep level of expertise. Corporate Executives, entrepreneurial business owners, professional athletes and estates with administrative needs, among others, are also representative of the client base.
 

Using our expertise gained over 50 plus years of experience, and a network of advisors devoted to the affluent, Praetorian Advisors is able to provide first class financial solutions to its clients. Our network of outside advisors includes: experts in the fields of mortgage, commercial and residential real estate, life and executive compensation insurance, and property and casualty insurance; estate planning and transactional attorneys; investment advisors; private bankers; general contractors and interior designers; and small business service providers (including printing, graphic design, payroll, and communications).  It is important to note that Praetorian Advisors does not engage in fee sharing arrangements with these other professionals.  Recommendations and introductions we make are with your best interests in mind.  In other words, we always sit on the same side of the table with and for you.
 
 

Paul Irving has spent decades in public accounting. Prior to co-founding Praetorian Advisors, Paul was a Principal with myCFO, and a Senior Manager with Deloitte in its Private Client Services group, consulting for affluent individuals and their closely held entities. Paul began his public accounting career in 1988 with PriceWaterhouseCoopers. He is a member of the American Institute of Certified Public Accountants, and the California Society of CPA’s. Paul holds a Bachelor of Business Administration degree from the University of Notre Dame, and he lives in Fullerton with his wife, Tracey.  His three children all went away for college, and are only part time inhabitants at home.  He has served on several non-profit boards, including the Notre Dame Club of Orange County, and Serving People in Need (SPIN), and also serves on his church’s finance council.
 
 

Patti Drotter has over 20 years of experience in public accounting and tax advisory services. Patti was a Manager at myCFO, a wealth advisory firm, prior to co-founding Praetorian Advisors. She began her career at Deloitte & Touche, LLP in 1995 where she was involved with corporate, partnership and high net worth individual income tax planning and compliance. Patti holds a Bachelors of Art in Economics from the University of California, Los Angeles, and a Masters of Business Taxation from the University of Southern California. She is a member of the American Institute of Certified Public Accountants, and the California Society of CPA’s. Patti lives in Huntington Beach with her husband and two daughters.