Located in the heart of Valparaiso, Indiana, Patten Financial Group is a Wealth Management firm dedicated to making a meaningful difference in their client's financial lives throughout Northwest Indiana and the Greater Chicagoland area. With a staunch belief that their client's interests should prevail above all else, Patten Financial challenges the conventional financial firm culture by prioritizing transparency, ethical conduct, and unwavering advocacy for their clients. Trusting Patten Financial to guide you on your financial journey opens the door to customized financial strategies, prudent investment management, and comprehensive financial advice, paving the way for long-term success and peace of mind.
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