Our Mission
Our mission is to remove the stress from personal financial planning. We are dedicated to helping our clients take comprehensive steps to pursue their investment, tax, and estate planning goals. Ultimately, we want to give our clients the time and resources to enjoy what matters most to them in their lives.
Drawing upon 40-plus years of combined financial services experience, the Patton Wealth Advisory Team understands how much your savings means to you and your loved ones. We are driven to provide tailored strategies that seek to enhance your life while maintaining a high-caliber standard of integrity and professionalism.
Backed by Stifel’s extensive resources, we offer a wide array of products and services, including access to broad equity research coverage, as well as retirement planning and money management strategies.
We believe in safeguarding your assets as if they are our own and discovering your tolerance for risk within the markets through periodic review discussions with you. We can also work with your legal and tax advisors to help ensure a collaborative approach to your needs.
Let us show you how Stifel can serve your financial needs.
Stifel does not provide tax advice. You should consult with your tax advisor regarding your particular situation.
Wealth Management Built Around You
Backed by Stifel’s extensive resources, we offer a wide array of products and services, including access to broad equity research coverage, as well as retirement planning and money management strategies.
We believe in safeguarding your assets as if they are our own and discovering your tolerance for risk within the markets through periodic review discussions with you. We can also work with your legal and tax advisors to help ensure a collaborative approach to your needs.
Let us show you how Stifel can serve your financial needs.