Ross Patterson, CFP®, RLP® Simaris Financial

About Ross Patterson, CFP®, RLP®

Ross Patterson founded Simaris Financial in 2019 to help individuals and families discover their true purpose and build lives that are fulfilling, energizing, and meaningful. Ross was a software engineer before discovering the Kinder Institute and making a major shift in his life through the EVOKE process. Through Kinder he realized his passion for combining Life Planning with financial expertise, and Simaris was born. Ross spends his free time with his wife, Kristin, his two adult children, and their dog, Pepper. Ross is an active and passionate believer in serving his community. He is the Pro Bono Director of the Financial Planning Association (Austin Chapter), which partners with community-based organizations to offer planning and guidance regardless of means. For several years, he has also served as a Volunteer Leadership Team Member at Foundation Communities, providing IRS Volunteer Income Tax Assistance (VITA) to Central Texas citizens. Credentials: RLP® (Registered Life Planner – Kinder Institute), CFP® (Certified Financial Planner®), NAPFA, FPA, and XY Planning Network.

Contact this advisor

Ideal Clients

  • Pro Bono
  • Retirement Planning
  • Tax Planning
  • Wealth Management

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $600+/qtr
  • AUM: 0.60%

SEC Records

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