RJ Patterson Group

Overview

RJ Patterson Group operates as an independent, corporation-structured registered investment advisor with an individual owner. The firm positions itself as a capital allocator serving both individual & family clients and institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, suggesting flexibility for different client needs. The firm is not an active ESG investor, does not describe multi-state advisory operations, and is not positioned as a pension consultant. An industry affiliation with an accountant is noted.

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Investments & Alternatives

Location & Offices