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About Tony

Often times, you may hear me jokingly say that I’ve been in the industry my entire life. As a youngster, I spent many nights and weekends hanging out at my father’s office as he grew his own financial strategies practice. After graduating from University of Northern Iowa with a degree in Economics and a couple years of real world business management experience, I formally started with Financial Architects in 2013.

I was compelled to begin with Financial Architects when I realized the powerful principles of financial decision making that my father taught me as a young working professional. I realized that it wasn’t only young professionals that needed to avoid the pitfalls of traditional financial planning, but people across all ages needed help maximizing their financial picture.

My passion lies in helping people get what they want in the lowest taxed, lowest risk, and lowest cost method. I particularly enjoy working with small business owners and families in Iowa and the Midwest.

I’m an entrepreneurial minded person. Rather than thinking outside the box, let’s remove the box altogether. I am a CERTIFIED FINANCIAL PLANNER™ professional.

In my personal time, I enjoy time with my wife and family, playing tennis, and riding my road bike. It doesn’t take much to get me into an intense board game, like Ticket to Ride or Settlers of Catan. On game day you will find me cheering on UNI Panthers and supporting Liverpool FC.

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian

ABOUT FINANCIAL ARCHITECTS

Financial Architects is a Privately Owned Wealth Management Firm committed to providing innovative solutions and strategies to individuals, families, and business owners. Started in 1995, it has grown beyond its Des Moines roots to across Iowa with offices also in Omaha, Cedar Falls, Pella, and Algona.

At Financial Architects, Inc. our mission is to provide the systems to help clients redesign their financial blueprint and manage money flow on an integrated, coordinated, and verifiable basis while offering financial strategies that provide the highest degree of efficiency, organization, and control. The end result is that we help those we walk with develop strategies that enable them to achieve happy and successful financial lives.

The financial services industry is increasingly commoditized and products are obtainable anywhere. We provide real value to our clients by being process-first and delivering a financial strategy first that is accompanied by financial products, not the other way around.

TONY’S PROCESS

In order for you to understand your financial picture and make decisions in your best interest, here’s what to expect in our conversations

KNOW WHAT
YOU OWN

The start of our conversation begins having a conversation about the financial decisions you have already made and what you are trying to achieve. Before we go anywhere together, its imperative for both of us to have an understanding of where you are right now.

OWN WHAT
YOU WANT

We shift our focus to creating financial strategies that allow you to get to your preferred destination – while reducing risks, taxes, and costs. In our conversation, strategies override product.

GOOD FOR TODAY, TOMORROW, AND THE END RESULT IN MIND

As we stride towards creating your desired financial future – we will work to make sure that the plan works under all circumstances. A great long term plan isn’t ‘set it and forget it’, we review your financial picture annually ensuring we continue reducing risk, taxes, and costs. 

READY TO GET TO WORK?

Let’s have a conversation about the strategies that allow you to maximize your financial resources. Secure a time on my calendar or give me an email below.

LET'S GET STARTED

Let’s Talk.

Let’s have a conversation – in person, on phone, or web meeting. Use the form to reach out or use the link to secure a spot on my calendar.

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COPYRIGHT© 2021 TONY PATTERSON FINANCIAL ACHITECTS

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 12345 University Ave, Suite 200, Clive. IA 50325. (515)-457-1276. PAS is a direct, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Financial Architects, Inc is not an affiliate or subsidiary of PAS of Guardian. 2020-106347 Exp 08/22.

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