At Patten Financial Group, we prioritize our clients’ interests above all else, setting us apart from typical financial firms. Our mission is to provide fiduciary-level care, ensuring that our advice and guidance are always centered around our clients’ best interests.
Our Core Principles
Clarity
We educate you about your current financial situation, analyze it, and offer clear, concise solutions tailored to your financial goals. Transparency is key—you will always know what is in your portfolio and the associated costs. If you don’t fully understand, we haven’t done our job.
Confidence
Understanding your financial plan builds confidence. We walk you through each part of the plan, explaining how it all works together as part of a holistic approach. By actively managing your portfolio, we make necessary adjustments to ensure we are always working towards your goals.
Communication
Regular communication is essential. We believe in meeting at least quarterly and maintaining an open line of communication to adjust your plan as life changes. We provide ongoing resources and updates about the economy and financial markets, ensuring you are always informed.
Who We Are
“Try not to become a man of success, but rather try to become a man of value. He is considered successful in our day who gets more out of life than he puts in. But a man of value will give more than he receives.” —Albert Einstein