A complete list of active advisors currently associated with Patterson Advisors

Warmer can help you find a great advisor at Patterson Advisors or one who fits your needs even better.

Patterson Advisors serves individual investors, including high‑net‑worth clients and trustees or beneficiaries of family trusts, offering comprehensive financial planning, investment analysis, and targeted one‑time projects that address budgeting, insurance, tax, education, retirement and estate planning. Services are tailored to each client and include annual review meetings, packaged “financial physical” engagements, and ongoing access by phone or email for financial questions. The firm uses goal‑based planning software (MoneyGuidePro) for comprehensive plans and follows an asset‑allocation methodology informed by Roger C. Gibson, constructing broadly diversified target portfolios across eleven asset classes and favoring no‑load mutual funds, ETFs, money market funds and CDs. Patterson Advisors provides written buy/sell recommendations and periodic rebalancing but does not exercise discretionary trading authority; clients implement recommended trades themselves and the firm does not monitor portfolios daily. Distinctive practices noted in the brochure include periodic electronic newsletters sent to clients, a strict fee‑for‑service model with no commissions or soft‑dollar benefits, and an explicit policy that the firm no longer performs trades for clients after loss of limited trading authority. The firm’s two‑member structure, internal cross‑review of work, written documentation practices and a stated refund policy for completed contracts emphasize an advisory and coaching orientation rather than a custody‑oriented, AUM‑driven model.

To learn more about the advisors currently working at Patterson Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Patterson	Waterford, MI	16
Erin Preston	Waterford, MI	16

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support