Fiduciary Services for Individuals

Personalized Fiduciary Excellence

Understanding fiduciary duty is critical because it is at the core of being a good investment adviser. As an RIA (Registered Investment Advisory firm), we are legally bound to work in your best interest. The decisions we make every day are motivated and informed by doing what’s right by our clients and acting with the utmost good faith. By understanding your personal goals and concerns, we promise to deliver tailored and transparent guidance.

 

We know the value of your trust. We strive to honor it each day by bringing you real results.

R.I.A. – Registered Investment Advisor

Fiduciary

Advice

Transparency

Third Party

Ethics

Fiduciary

Advice

Transparency

Third Party

Ethics

Let us provide you with personalized Fiduciary excellence. Contact us today to get started 

Let’s start your Ascent to Prosperity now

Retirement Plan Design

Retirement Plan Design

Creating the path to long-term financial success and fiscal security in retirement.

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Pro Athlete Consulting

Pro Athlete Consulting

Transforming the wealth created on the field into long-term financial success.

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Financial Planning Tools

Financial Planning Tools

Helping you to achieve peak fiscal fitness and position your financial assets for continuous growth.

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Investment Management

Investment Management

Utilizing our expertise to help clients become confident, successful investors.

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402 West Broadway, Suite 2500
San Diego, CA 92101

A More Personal Way to Plan.

Our Pledge: Integrity. Respect. Collaboration. Stewardship.
At RJ Patterson Group, we believe that everyone deserves to feel great about their money. We take great pride in listening to what our clients really want, building relationships focused on helping them achieve their financial goals.