An evening of celebration at The Advisory Group of San Francisco

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Your team at The Advisory Group of San Francisco

Thank you to everyone who joined us at our Open House on November 14th.  We were excited to see you! We hosted this 20th Anniversary event to celebrate The Advisory Group’s past and future: 

  • Our Past: Our roots began as an industry pioneer that believed client interests should always come first, as one of the first independent fee-only financial advice firms in the U.S.
  • The Future: We will always be dedicated to doing the right thing, with our expanded team of great people, deeper services and technology that helps people make better financial decisions.
  • Changes: Online, clients can better see their progress. Onsite, our updated office space creates an environment that feels even better for clients and our team. (Scroll down for photos!)
  • What will never change: We’re about improving lives, being a trusted resource to help achieve goals and dreams.

As CEO of The Advisory Group, I want to express my gratitude:

Roger Patterson, Founder (Retired) & Greg Patterson, CEO
  • To our clients: For allowing us to be part of your journey, it is an honor to be involved with so many amazing people.
  • To friends of the firm: For your support, interest and confidence in us.
  • To our team: For your passion for helping people, your intelligence and dedication to our mission. I’ve never met a group of people with the same drive to improve lives, by listening, learning and advising.

I’d also like to acknowledge Roger Patterson, our founder, for his impactful career, and his retirement. His innovative spirit, tireless client advocacy and deep caring will always be an inspiration to our team and culture.

In appreciation,

~ Greg Patterson

Enjoy a few photos from the evening!

A celebration with friends and clients at The Advisory Group San Francisco
A celebration with clients and friends.
Our remodeled space —better for clients and for our team!

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