Fiduciary Services for Businesses

Your Business’ Best Interest in Mind

As an RIA (Registered Investment Advisory firm), RJ Patterson Group is legally bound to work in your best interest. By understanding your personal goals and concerns, we promise to deliver tailored and transparent guidance. We put your interests first, providing expert service that is always in our clients’ (and their employees’) best interests.

Ultimately, it is our job to make sure all of your choices pass a standard of excellence and provide the very best possible outcomes. Helping our clients reach new heights on their ascent to prosperity and total client satisfaction are our primary business objectives.

R.I.A.

Registered Investment Advisor

Fiduciary

Advice

Transparency

Third Party

Ethics

Broker

Registered Representative

Suitability

Transactions

Disclosure

Investment / Financial Advisor

In-House Custody

Law

We can help you choose the best current options on the market. Contact us today to get started.

We can help you choose the best current options on the market. Contact us today to get started.

401K Programs

401K Programs

Creating the foundation for a positive and stable financial future for both owners and their employees.

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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.

LEARN MORE 

401K Programs

401K Programs

Creating the foundation for a positive and stable financial future for both owners and their employees.

LEARN MORE 

Financial Planning Tools

Financial Planning Tools

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

LEARN MORE