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Financial Life Planning

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rosspatterson

Ross Patterson, CFP®

Founder/CEO

Ross founded Life Path Financial in 2019, a financial planning and investment management firm located in Austin, TX.  He has helped people at every opportunity with their finances for years before that.

Ross was a software engineer for thirty years in the semiconductor industry. In that role he helped develop and deliver chips we all love to use but don’t know are there. Collaborating with worldwide teams, he verified designs would work the first time.

Ross believes strongly in giving back to the community as well as his profession. He is the Pro Bono Director of the  FPA Austin chapter, giving back by partnering with community-based organizations. He serves as a Volunteer Leadership Team member at Foundation Communities providing IRS Volunteer Income Tax Assistance (VITA) to Central Texas citizens for several years.

Ross & Kristin have a dog “pepper” and two adult children.

Our Mission

We have the experience and wisdom you can trust to help you make better decisions about your finances.

Financial Care

The foundation of our practice begins with the highest ethical standards. Commitment to this principle guides everything we do and engenders relationships with our clients that go beyond surface-level investment management.

Only What Matters

And that's why our approach to developing your wealth management strategy pushes the envelope. We challenge the popular opinion of what it means to achieve financial success, because our fiduciary-focused approach is driven by your goals — and your goals alone.

Financial Planner Services

To help you retire on your terms.

Investment Management Financial Planning Retirement Planning
Tax-Efficiency Planning Insurance Analysis Estate Planning

 

Why Us?

Not all financial advisors are created equal.

FIDUCIARY

We are legally obligated and personally liable to provide you with advice that's in your best interest. It's scary that this is not required by most companies!

CFP® PROFESSIONAL

The CERTIFIED FINANCIAL PLANNER™ designation is formal recognition of expertise and commitment to the highest standard of integrity and professionalism in the industry.

FEE ONLY

No products, no commissions, no kickbacks - just great advice. The only compensation we receive is directly from our clients.

Who We Serve

SOON-TO-RETIRE

Soon-To-Retire

Getting ready to retire in the 5-10 years? Let’s make sure that you’re organized, prepared, and ready to make a confident decision!

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RETIRED

Retired

You focus on the best things in life and we’ll make sure you are able to continue funding it.


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WEALTH BUILDER

Wealth Builder

Looking for a partner to help you build wealth efficiently so that you can stay focused on your career?


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Free Consultation

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Full financial assessment with no obligations.

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