Enjoy The Journey

Our holistic approach to financial planning is designed to
help you live life’s most fulfilling years to their fullest.

Bart-Patterson-headshot
Meet Your Guide

Bart Patterson

Founder and CEO

As a certified public accountant (CPA), Bart Patterson saw an opportunity to combine his passion for proactive tax planning with his desire to help people live their best life in retirement. He founded Zenith Advisory Group to provide clients with retirement strategies that address the most important risks in retirement, ensuring his clients can enjoy retirement worry-free, knowing their years of hard work and sacrifice are being protected.

Bart-Patterson-headshot
Meet Your Guide

Bart Patterson

Founder and CEO

As a certified public accountant (CPA), Bart Patterson saw an opportunity to combine his passion for proactive tax planning with his desire to help people live their best life in retirement. He founded Zenith Advisory Group to provide clients with retirement strategies that address the most important risks in retirement, ensuring his clients can enjoy retirement worry-free, knowing their years of hard work and sacrifice are being protected.

The Zenith Difference

Zenith represents the high point in your life, the culmination of years of effort and the opportunity to enjoy a worry-free retirement.

The reality is many advisors say they do tax and estate planning, but in most cases, they’re managing portfolios and charging a percentage-based fee in order to do so. At Zenith, we have a team of CPAs and partnerships with attorneys to ensure you get tax planning, tax prep, estate planning and portfolio management, all for an easy-to-understand flat fee based on the services we provide.

AreYouPayingTooMuchInTaxesRetirement?
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Are you paying too much in taxes in retirement?

 

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:
  • The different types of retirement accounts
  • Why tax laws are ever-changing
  • Options for tax deductions

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

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