Crafted With Care. Built to Last.

From financial planning to portfolio management, every detail is tailored to your story — with clarity, simplicity, and a long-term perspective.

Financial Planning

Financial planning is offered for a flat fee, tailored to the complexity of each client’s circumstances. The service culminates in a comprehensive, stand-alone financial plan that clients can implement on their own. It also serves as the foundation for clients who wish to build an ongoing relationship through investment management or comprehensive wealth management.

Investment Management

Investment management is offered through a transparent, percentage-based fee applied to the assets the firm is responsible for managing, referred to as “assets under management” (AUM). Fees are typically billed quarterly and deducted directly from the managed account, with a minimum relationship size required.

Comprehensive Wealth Management

Comprehensive Wealth Management provides a blended structure of a flat fee for the development of the initial financial plan with an AUM-based fee for ongoing investment management. After the initial plan is created, work is focused on reviewing progress, updating key areas, and addressing new questions as life evolves. Full plan reconstructions are reserved for significant shifts in goals or circumstances.

Frequently Asked Questions

  • Patina Financial Partners generally serves professionals and retirees with $1 million or more in investable assets who want a long-term, collaborative relationship. The best fit comes from clients who appreciate a calm, thoughtful approach to wealth management. Select relationships outside this range may be considered when there is strong alignment.

  • The CERTIFIED FINANCIAL PLANNER™ designation represents the highest standard of excellence in financial planning. It requires rigorous education, examination, and ongoing training in areas such as retirement, tax, estate, and investment planning. It also carries a fiduciary obligation, which means I am committed to placing your needs at the center of every decision.

  • I operate as a fee-only fiduciary, which means I’m compensated directly by clients — not through commissions or product sales. This structure keeps advice transparent and fully aligned with your interests.

  • Yes. While I’m based in Tampa Bay, I work with clients across the country using secure virtual meeting technology. Whether we meet online or in person, the goal is a clear, efficient, and straightforward planning experience.

  • Meetings are designed around your convenience and comfort. Many clients prefer secure video calls, while in-person meetings can be arranged in private conference spaces throughout Tampa Bay when appropriate.