Ross Patterson (CFP®)
Ross Patterson focuses in the
following client markets or areas of practice:
- College/Education Planning
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Welcome to Simaris Financial! Each of Us Has the Power To Create a Life We Love And With Purpose. Design your life the way you want, no matter where you are in your journey.
We specialize in serving clients anywhere in the US to dream big and embrace the financial freedom we all deserve. We offer professional financial advice that empowers you to make the most of your resources: time, energy, talent, money. We are passionate about aligning your money with your ideal life, freeing up your time to enjoy what matters most. We take the time to show you where you currently are, help you gain clarity about where you want to go, and lay out the next steps to help you get there as quickly as possible.
Simaris Financial provides comprehensive financial life planning and investment management designed to help you plan better and live better.
Let's Chat! - Schedule a Call with Ross
Additional Information
Ross founded Simaris Financial in 2019, a financial planning and investment management firm located in Austin, TX. He has helped people at every opportunity with their finances for years before that.
Ross was a software engineer for thirty years in the semiconductor industry. In that role he helped develop and deliver chips we all love to use but don’t know are there. Collaborating with worldwide teams, he verified designs would work the first time.
Ross believes strongly in giving back to the community as well as his profession. He is the Pro Bono Director of the FPA Austin chapter, giving back by partnering with community based organizations. He served as a Volunteer Leadership Team member at Foundation Communities providing IRS Volunteer Income Tax Assistance (VITA) to Central Texas citizens for several years.
Ross & Kristin have a dog “pepper” and two adult children.
NAPFA Start Date
June 04, 2019
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