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Joseph A. Patterson, CFP®

Shareholder; Financial Planner

Joseph A. Patterson, CFP®

Shareholder; Financial Planner

“Wealth is the freedom to pursue what is most important to you in life and comfort in knowing you have the resources for those pursuits.”

Joe Patterson remembers as a child going with his father, an estate planning attorney, to visit clients, many of whom were in chaotic or isolated situations. His father drilled into him that being there for people with integrity and consistency wasn’t just part of the job, but was what you built a career on.

Joe values face-to-face interaction and relationship building more than anything else, and he often does it with a laugh. After a ten-year career with other institutions, he knew that the unique approach of Foster & Motley, pairing an investment manager with a financial planner, would allow him to have more of the real conversations that lead to organized and holistic outcomes.

Joe became a shareholder in 2017 at Foster & Motley and finds a lot of purpose and inspiration in the long-term vision of the firm. He is also in charge of human capital at Foster & Motley, and he oversees employee matters ranging from benefits and hiring to planning fun, team-building events for our staff. At Foster & Motley, relationships with clients are the most important aspect of anyone’s work, and Joe knows that the wellbeing and happiness of his colleagues contributes to successful client relationships. Helping to provide a positive and engaging environment is right up his alley.

Joe and his wife Sarah have prioritized exposing their sons, Peter and Tate, to different cultures and experiences. One such experience was a trip to Spain, and they plan on undertaking many more small and large adventures with their family.

It is not lost on Joe that in any situation, whether with his family or in his work, getting face-to-face and having real interactions is always the first step to helping others.

Quick Facts:

  • Graduate of Xavier University with a Bachelor of Science degree in Economics and Classical Humanities, 2004
  • Earned CERTIFIED FINANCIAL PLANNERTM (CFP®) designation in 2012
  • Previously held positions at Fidelity Investments and Johnson Investment Counsel
  • Completed the Xavier University Executive Certificate in Financial Planning in 2012
  • Graduate of St. Xavier High School