Roger B. Patterson is the founder and a shareholder of The Advisory Group. He was a leader in the advancement of the fee-only fiduciary model of providing financial advice. Roger retired from active involvement in the firm in 2018 but continues to provide vital counsel and perspective to clients and firm management. He spent his career as an advisor and advocate for individuals and businesses providing pensions and profit sharing plans to their employees. He developed investment policies and educational programs for a wide range of public and closely held companies, as well as nonprofit organizations. Roger provided investment management and financial planning advice to generations of individuals and their families.