Patterson Financial
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Patterson Financial provides a unique fusion of tax planning, investment management and retirement income strategies. We are CPAs and investment professionals that devote our time, energy and resources into improving our client’s tax planning and money management needs. We are able to orchestrate your tax needs at any level, manage your assets efficiently and provide unique retirement income solutions that allow you to rest easy knowing you are in very competent hands. Let’s grow together!


There’s a Massive Freight Train Bearing Down on the Average American Investor, And It’s Coming in the Form of Higher Taxes! 

Let’s be honest, you’re a savvy investor, you wouldn’t be on this site if you weren’t! You pay attention to what’s happening in the stock market and the economy so I’m sure it comes as no surprise that our federal government is in a financial nightmare that is just getting worse. We’ve racked up trillions in debt, billions in interest to service that debt and entitlement programs are accounting for more and more of every tax dollar that comes into the IRS.

You owe it to yourself to see just how powerful the 0% tax bracket could be! 

Chris Patterson, CPA & Advisor. Connect with me on LinkedIn.

Chris Patterson, CPA & Advisor. Connect with me on LinkedIn.

The repeated iteration in devising my ultimate investment structure was particularly
valuable as I went in with certain ideas and then refined them along the way into a more
effective portfolio better suited to my age, circumstances and long term goals.
— Walter Bianchi


What if, rather than you serving your business, your business served you? What if you could turn a profit from your very next deposit? And what if had the power to guarantee that profitability?

Well, you do, you absolutely do and the solution is simpler than you think! Our Profit Mastery system is a cash management system for small business that is so simple and so effective you’ll wonder why you haven’t been doing this for years! 

As a Certified Profit First Professional Firm our firm is able to help you name the profit you want, develop your plan to get there, and then hold you accountable to that plan until you’ve achieved your goal! Simple, but exciting, that’s what we love! 



I appreciate having you Chris as my CPA/Financial Advisor and everyone on your team. Even though I don’t see you all every day I know that you are there if I ever need you. Thank You all for all you do!
— Marti K.