See How We're Committed to Keeping You at the Top!
Meet Your Guide
Bart Patterson
Founder and CEO
As a certified public accountant (CPA), Bart Patterson saw an opportunity to combine his passion for proactive tax planning with his desire to help people live their best life in retirement. He founded Zenith Advisory Group to provide clients with retirement strategies that address the most important risks in retirement, ensuring his clients can enjoy retirement worry-free, knowing their years of hard work and sacrifice are being protected.
Meet Your Guide
Bart Patterson
Founder and CEO
As a certified public accountant (CPA), Bart Patterson saw an opportunity to combine his passion for proactive tax planning with his desire to help people live their best life in retirement. He founded Zenith Advisory Group to provide clients with retirement strategies that address the most important risks in retirement, ensuring his clients can enjoy retirement worry-free, knowing their years of hard work and sacrifice are being protected.
OUR CORE VALUES
We strive to help every family we meet. That doesn’t mean everyone will become a Zenith client, but by walking into our office, you can expect to walk out further along on your retirement journey. Here are the four core values we endeavor to embody every day:
We’re built tough. No matter the setback, obstacle or challenge, we’ll get back up and push through — for our clients and our teammates.
The Zenith Difference
Zenith represents the high point in your life, the culmination of years of effort and the opportunity to enjoy a worry-free retirement.
The reality is many advisors say they do tax and estate planning, but in most cases, they’re managing portfolios and charging a percentage-based fee in order to do so. At Zenith, we have a team of CPAs and partnerships with attorneys to ensure you get tax planning, tax prep, estate planning and portfolio management, all for an easy-to-understand flat fee based on the services we provide.
INSTANT DOWNLOAD
- What four retirement-related questions you should answer today
- Why putting your finances to use during retirement requires a strategy
- Where to turn for financial guidance
