Patten Financial Group is an Independent Financial firm that believes in putting its client’s interest above its own and is built on being different from the typical financial firm.
Our belief is that our client’s interest is top priority, and the advice and guidance should be centered around that principle. Fiduciary level of care should be the standard of financial advice and our mission is to provide that for you.

Patten Financial Group is built on three core principles:

Clarity

We are here to educate you on your current situation, analyze it, and provide clear and concise solutions that are that are tailored to you financial goals. You should know exactly what is going on within your financial plan and the cost associated with it. Unfortunately, some clients may not know what they are paying in fees and some may not even know what is in their portfolio. That will not happen here! You will know what is in your portfolio and the fees associated with it. If you don’t fully understand, we are not doing our job.

Confidence

If you fully understand the plan, you can have confidence that it will help you pursue your goals! We walk through the plan with you and educate you on each part and how it works together as a part of a holistic plan.

Actively managing each client’s portfolio is a critical piece of the puzzle. By actively managing each account, necessary changes can be made according to your portfolio selection/plan. You can have confidence that things are being monitored and evaluated frequently to make sure we are working toward the goals of your plan.

Communication

Often when asking people when the last time they spoke with their current advisor was, we hear a lot of “last year” or “once a year”. We believe that is unacceptable! Life changes frequently, so to best serve you, we need to have an open line of communication. Life happens—when it does, we can adjust your plan accordingly. We believe that we should be meeting at least on a quarterly basis to best serve you and we encourage communication in between those times!
We will also provide resources and constant communication on a regular basis to help you know what’s going on in the economy and financial markets. We would rather over communicate with our clients than under communicate!

As you can tell, our passion is putting our clients first and being different than most financial firms. Our passion is to serve you in a way that gives you clarity and confidence. That accompanied with outstanding communication will put you at ease while on your financial journey!