Patron Partners

YOUR GOALS. YOUR VISION. YOUR LIFE. Welcome to Parton Partners, a privately-owned Registered Investment Advisor (RIA) with the U.S. Securities & Exchange Commission. Private practice enables us to provide open architecture products & services, flexibility & personalized service informed by a holistic approach to your needs. We’re free from the conflicts of interest that can arise from public company relationships. Our independence allows us to do what we do best – go beyond financial management to gain a deeply meaningful understanding of your unique values, desires & needs. This enables us to devise a customized strategy to achieve your goals while making a profound impact in your life. MANAGING WEALTH. ENRICHING LIVES. More than a vocation, we consider what we do a calling. It’s why we take such an active role in our client’s lives. It’s also why we chose “Patron Partners” as our name. A patron is a friend, a backer, a supporter who is responsible for the well-being of others. We care deeply about planning & strategy & the people we do it for. Our mission is to embark on a partnership of guidance & stewardship that profoundly impacts your family, faith, causes & community. When you work with Patron Partners you get so much more than financial advice, you get counseling from a dedicated patron, a “life coach” committed to your happiness & success. PROFOUND PROTECTION. By partnering with Charles Schwab as our institutional custodian, we are able to efficiently & effectively manage portfolios on behalf of our clients. DISCLAIMER: Investment advisory services offered through Patron Partners, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. This material is intended to be for informational purposes only. It should not be construed as legal or tax advice & is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities.