A complete list of active advisors currently associated with The Patten Group, Inc.

Warmer can help you find a great advisor at The Patten Group, Inc. or one who fits your needs even better.

The Patten Group, Inc. provides wealth management, investment management, financial planning and retirement plan advisory services to individuals (including high net worth clients), families, trusts, estates, retirement plans, endowments, foundations, charitable organizations, corporations and small businesses. The firm serves as a fiduciary and typically manages client portfolios on a discretionary basis. TPG combines fundamental and technical analysis with quantitative models to build customized portfolios using individual equities, fixed‑income securities, mutual funds, ETFs and, where appropriate, private placements or digital-asset vehicles; it may also implement portions of portfolios through unaffiliated independent managers and offers reporting‑only services for held‑away assets. Portfolios are tailored to each client’s risk tolerance, time horizon and objectives, with periodic rebalancing and reviews (at least quarterly) and the option to retain legacy holdings for tax or fit considerations. With roughly $725 million in assets under management and a seven-advisor team, TPG is among a small minority of comparable team firms that permit client borrowing features—margin, non‑purpose loans or pledged‑asset lines of credit—on separately managed accounts while noting the firm generally does not buy securities on margin. The firm also frequently maintains login access to held‑away accounts (resulting in constructive custody in some cases), a practice that triggers a surprise annual examination by an independent public accountant.

To learn more about the advisors currently working at The Patten Group, Inc., 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.