ABOUT

Our Mission

Patten Fiduciary Services (PFS) is positioned to fill the void where neither a family member, nor a large corporate entity, is preferred. PFS offers a personal approach, structured to your situation and objectives. Many clients recognize an independent fiduciary as a sensible alternative.

About Mr. Patten

John C. Patten, Jr., CTFA is the founder of the firm. He has enjoyed a successful career in the wealth management business with years of experience in all aspects of fiduciary services. In every facet of his career, John has emphasized both relationship building and service. His approach and commitment can best be described as “client-focused.” He provides objective advice tailored to his clients’ goals, whether financial or estate planning or investment management.

John is a member of the Professional Fiduciary Council of Florida which is a professional organization that strives to promote excellence in fiduciary services. This group was created to identify, for the public, qualified individuals who are available to serve as fiduciaries and who have demonstrated a commitment to a high level of fiduciary service.

Since 1976 John has served in leadership and sponsorship roles in various local charitable organizations including:

• Children’s Home Society of Florida

• Big Brothers/Big Sisters of America

• Place of Hope

• Kiwanis Club of West Palm Beach (past President)

• Vita Nova.