A complete list of active advisors currently associated with RJ Patterson Group

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

RJ Patterson Group serves individual and high‑net‑worth clients, retirement accounts, and some corporate clients with discretionary investment management, financial planning, and participant account management for held‑away retirement plan participants. The firm manages roughly $142 million across about 189 client relationships and also coordinates third‑party managers and outsourced trading platforms as part of its service offering. The firm applies a fundamental, value‑oriented research process across equities, fixed income, mutual funds and ETFs and implements conservative, moderate and aggressive model allocations tailored to client objectives and restrictions. It routinely uses institutional custody and trading platforms and may deploy third‑party TAMP managers, outsourced trading (Advyzon/AIM) and held‑away account tools (Pontera) to implement and rebalance client portfolios. Noteworthy features include a declared ownership interest in an affiliated accounting and tax preparation entity (RJP Tax, LLC), which creates reciprocal referral arrangements the firm discloses as a potential conflict of interest. The firm also discloses use of endorsements and promotion of third‑party ratings in its advertising—practices that are uncommon among peers—and notes that its principals maintain separate broker‑dealer and insurance relationships that can generate commission compensation.

To learn more about the advisors currently working at RJ Patterson Group, 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.