Our founders, Lorraine Hart and Cheryl Patterson, gained their experience in the traditional world of finance. But they soon found that many traditional firms did not speak to the needs of clients.

“Financial planning” simply meant investment management. However, these clients really sought to tie their planning to life goals and stages. They needed advisors who would support them through life transitions, such as retirement.  

Working with these clients, our founders realized that today’s challenges call for a holistic approach to financial planning, as clients bring a wider variety of life plans and seek a broader scope of opportunities for managing their investments.  

Founded in 1992, Hart & Patterson Financial Group has focused on long-term relationships from the start. Our team strives to build connections from our first conversation through ongoing check-ins and updates.

Our financial planning covers not only your investments but also every area of your financial life, including life goals, income planning, taxes, charitable and estate planning. And like our clients, we place a high value on giving back to our community. We generate and implement meaningful contributions to our local community. We also work with clients to help them manage their charitable gifts and donations in alignment with their personal values.