Patten Financial Group, LLC is an SEC-registered investment adviser founded by Mike Patten. The firm operates as a fiduciary, focusing on providing comprehensive financial planning and investment management services tailored to individuals preparing for or living in retirement. Their stated mission is to help clients achieve "clarity, confidence, and contentment" in their financial lives through a proprietary process called the Contentment Formula™. The firm emphasizes building long-term relationships and creating personalized strategies to meet each client's unique retirement goals.

Founded in

United States