Mike Patton

About the Author

Mike Patton

Mike Patton, CFP, AEP, is founder and president of Integrity Wealth Management, an RIA firm in Baton Rouge, La. In addition to his regular blog for AdvisorOne.com, Mike has written a series of articles in Investment Advisor magazine detailing his Road to Independence from wirehouse and bank broker to fee-only independent RIA. 

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  Under Pressure

  By Mike Patton  |  February 22, 2012

  The anemic economic recovery has been in the forefront of the news for several years now.

• Tax Avoidance Strategies for Small Businesses, Like Your Advisory Firm

  By Mike Patton  |  February 21, 2012

  Advisor Mike Patton explores a way of reducing the tax liability of your firm.

• 3 Ways to Segment Your Client Base

  By Mike Patton  |  February 13, 2012

  If you pride yourself on client service, do you spend the same amount of time on each client? Some new ways to provide different levels of service for each type of client to benefit them and you.

• Giving Clients Right Message on Growth vs. Contributions

  By Mike Patton  |  February 6, 2012

  After running the numbers, proof that saving—and more saving—is in a client’s best interests.

• 4 Steps to Efficiently Deliver Financial Plans to Clients

  By Mike Patton  |  January 30, 2012

  I still believe in the value of financial planning, and financial plans, but here are my recommendations to more efficiently produce and deliver those plans.

• 4 Steps to Conducting Client Portfolio Reviews

  By Mike Patton  |  January 23, 2012

  Yes, it’s that time again. Here's a practical process for conducting periodic client portfolio reviews.

• New Tool for Alpha Generation: S&P MarketScope

  By Mike Patton  |  January 16, 2012

  I'm evaluating Standard & Poor's MarketScope tool to help me with my mutual fund and other investment vehicle selections for client portfolios. So far, so good.

• Has U.S. Economic Policy Reached the Point of No Return?

  By Mike Patton  |  January 9, 2012

  Looking at the numbers on taxes, deficit spending and the money supply.

• Four Lessons Learned About Investing and Clients in 2011

  By Mike Patton  |  January 2, 2012

  Mike Patton on picking funds, buying funds, communicating with clients and getting organized.

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  An Advisor’s 5 Market Wishes for 2012

  By Mike Patton  |  December 26, 2011

  Will 2012 be just like 2011? One advisor has five wishes for the new year.