Welcome

Our Mission is to partner with our clients to help them make informed, intelligent financial decisions and to establish and achieve their financial and life goals through objective, unbiased financial planning and investment management advice.

Our purpose is to provide our clients with the highest level of service and technical expertise in the building, management, and preservation of wealth. Our success is not measured by performance statistics but rather by our clients' success in achieving their goals.

Our Clients understand the importance and value of professional objective advice and share in the realization that, by coordinating and managing today’s financial decisions, they can achieve their goals for tomorrow.

Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are highly motivated to work with and willing to enter into a long-term relationship with experienced professional advisors.

A Service Orientation

For over 30 years, service and personal attention have been the hallmark of Raymond Patsy and Associates, LLC. We provide a coordinated approach to managing all aspects of our clients’ financial lives. The personal relationship that we have developed with our clients and their families has lasted and continues to last for years and, in most cases, decades. It is our goal to help you achieve your goals.

In short, Raymond Patsy and Associates, LLC is service oriented. Our ongoing attention to our clients’ financial well being and our frequent communication with each client distinguishes Raymond Patsy and Associates, LLC as a truly client focused company.

Planning Philosophy

Our process is devoted to you and your family and to finding solutions to your financial concerns by providing objective and unbiased advice. We will take the time to help you understand the entire "big picture" of your financial life and help you understand how each financial and investment decision you make may affect other areas of your financial life.

Our approach to financial and investment planning will bring clarity, organization, direction, and meaning to all aspects of your financial life.

As most of us are well aware, financial planning and investment information is everywhere. Financial advice is available on the internet, in magazines, and on radio and television talk shows. This information can be informative; however, for most individuals it is very often fragmented, contradictory, and lacks context for your personal situation.

In addition, since most of us face time constraints from overloaded, busy schedules, taking the time to gather, objectively evaluate, and apply this fragmented information into a workable plan can be an overwhelming project for most individuals.

The financial plan and investment portfolio we design for you will be customized based on your specific goals, priorities, and needs. It will not be based on a hot new stock or mutual fund or the newest insurance policy or any specific financial product. It is based on what is important to you.