SEC-Registered Investment Advisor
Your wealth.
Purposefully
managed.
Patten Financial provides comprehensive wealth management for business owners, executives, and high-net-worth families — built on clarity, trust, and a long-term view.
advisory experience
investment advisor
fiduciary
service
Who we serve
Wealth management built
around your life
We work with a focused group of clients so we can go deep — not wide. Every relationship gets our full attention.
Business owners
Exit planning, liquidity events, and personal financial strategy for entrepreneurs at every stage of the journey.
Corporate executives
Equity compensation, deferred income, and concentrated stock strategies tailored to your career and goals.
Pre-retirees & retirees
Income planning, Social Security timing, and tax-efficient drawdown strategies for a confident retirement.
Families & individuals
Comprehensive planning for high-net-worth families looking to grow, protect, and transfer wealth across generations.
Our approach
A process as intentional as your goals
Understand your full picture
We start with a deep discovery conversation — your goals, your concerns, your family, and your timeline. No assumptions, no cookie-cutter plans.
Build a tailored strategy
Every financial plan is built from scratch around your life — investments, taxes, insurance, estate planning, and cash flow all working together.
Implement & stay proactive
We execute the plan and stay ahead of changes — market shifts, tax law updates, or life events — so you don't have to.
Client testimonials
What our clients say
Real relationships, real results. Here's what clients say about working with Patten Financial.
"[PLACEHOLDER] Replace this with your first client testimonial. Include specific outcomes or feelings about the relationship for maximum impact."
"[PLACEHOLDER] Replace this with your second client testimonial. A quote about trust, clarity, or peace of mind works especially well here."
"[PLACEHOLDER] Replace this with your third client testimonial. Specific details like 'helped us plan our retirement in 2 years' make these very powerful."
"[PLACEHOLDER] Replace this with your fourth client testimonial. Emotional language about confidence or relief resonates strongly with prospective clients."
"[PLACEHOLDER] Replace this with your fifth client testimonial. A referral-style quote ('I've recommended Aaron to everyone I know') is highly persuasive."
Get in touch
Ready to take control of your financial future?
Schedule a no-obligation introductory call with Aaron to see if Patten Financial is the right fit for you. There's no pressure — just a straightforward conversation about where you are and where you want to go.
Schedule a conversation
Pick a time that works for you. First meetings are always complimentary.
Book a free intro call →SEC-registered investment advisor • Fiduciary standard • Fee-only