Who We Are

“We believe that our success lies in our ability to create and nurture long-term relationships with our clients. We are committed to providing you with the highest level of personal service over the long term. It is our belief that clients recognize the importance of personal service delivered by an independent, locally owned business; our goal is to deliver those services to you in the best way possible.”

Hart & Patterson Financial Group is an independent financial services firm. For individual clients and their families the attainment of financial independence and freedom is based on sound planning and implementation throughout one’s life. As one’s financial needs change through life’s stages, it is critical to create a dynamic plan that can adapt to changing circumstances. We will work with you to clarify your financial goals and create and implement a plan to work toward the attainment of your financial goals and dreams.

Our investment advisor representatives understand that each non-profit organization’s investment portfolio must be tailored to the unique mission and fiduciary obligations of that organization. Investments will be monitored to assure that the entire portfolio continues to support the group’s short and long term operations.

We provide these services in an efficient and cost-effective manner while maintaining uncompromised personalized service which is at the core of each of our client relationships.