LPL Enterprise
43yrs
Top advisor by experience in Walpole
18yrs
Michael Patterson
Full name on record: Michael E Patterson
Financial advisor at The Patriot Financial Group
Michael Patterson has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Walpole, Massachusetts. Michael has been with The Patriot Financial Group since 2022. The Patriot Financial Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 49 advisors with offices in Walpole, and one of 43 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors at The Patriot Financial Group
Office55 West Street Suite 201, Walpole, MA 02081
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$603,987
Advisors at the firm30
States licensed ?1 state
Services through The Patriot Financial Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowThe Patriot Financial Group, LLCCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call The Patriot Financial Group at (508) 251-6100 and ask for Michael Patterson. Michael works from the Walpole, MA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2008, about 18 years. More experience than 57% of advisors at The Patriot Financial Group.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
The Patriot Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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