About SMF

Welcome to the realm of conservative financial planning, where Andrew and Charles Patten bring decades of combined experience to guide you on a path to enduring financial success. As seasoned financial strategists, Andrew and Charles are committed to upholding timeless principles in their approach. Andrew's meticulous attention to detail ensures personalized plans that stand the test of time, while Charles's expertise in risk management and asset preservation emphasizes safeguarding wealth for generations to come. Together, they form a dynamic duo dedicated to providing clients with stability, security, and a tailored conservative approach to financial planning. Join Andrew and Charles Patten on a journey where prudent strategies and a commitment to long-term financial goals converge, offering you clarity, peace of mind, and a steadfast ally in the pursuit of financial prosperity.