A complete list of active advisors currently associated with Patterson Partners Ltd.

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

Patterson Partners provides fee‑only investment advisory and financial planning services to individuals and families, including corporate executives, business owners and other professionals. Its services include discretionary investment management, ongoing and project‑based financial planning, U.S. tax compliance and daily money‑management support. The firm generally integrates financial planning into its investment process, typically requiring a planning engagement before establishing managed accounts and producing a Household Investment Policy and separate Investment Policy Statements for managed assets. Its Life+Wealth Investing™ methodology emphasizes scenario analysis, asset allocation and asset‑location decisions, using a diversified ETF core with targeted active satellite positions and discretionary portfolio implementation. Patterson Partners has a pronounced cross‑border and expatriate orientation, routinely advising on relocation/repatriation, foreign trust reporting, held‑away assets and related tax matters, and it offers U.S. tax return preparation as part of certain engagements. The firm also provides educational seminars and daily money‑management services, and has recently revised its client engagement terms to require ongoing financial planning for new investment management relationships.

To learn more about the advisors currently working at Patterson Partners Ltd., 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
Curtis Patterson	Remote	1
Jeffrey Patterson	Remote	6
Jennifer Patterson	Remote	6

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