Wes Patton MS, MBA, CFP®

Wes Patton has consistently delivered excellent counsel, strategic direction, and personal investment structure. He is responsive in a very timely manner and does an excellent job at coordinating with my family and tax advisors.

We always appreciate the time Wes takes to explain everything clearly and make sure all of our questions are answered. Wes also always takes the time to understand our financial goals and needs. Wes and Eric are quick to respond to any questions we have, and we really enjoy working with them.

We feel lucky to have Wes Patton as our financial advisor. Always prompt with answers to our questions year round and always patient with us. Thank-you Wes !

I have nothing but good things to say about my experience with Mission Wealth. Wes Patton is great to work with and I have total confidence in his work and that of his team. He understands my goals and values for my investments; he brings me interesting options for diversifying; and he always answers my questions thoughtfully - even the silly and naive ones.

Over the past three and half years of partnering with Mission Wealth, our Mission advisor, Wes Patton, and his support team, our portfolio results have exceeded our expectations and contributed to great confidence and trust in Mission’s role in our financial picture. We credit Wes with taking time to understand our goals, providing assurance that he could help us meet them, and with doing what he said he could. In our minds, this accomplishment was not guaranteed by a bull market but was the result of sound decision making and advice. Wes’s consummate knowledge and application of financial planning principles, his employment of the right mix of Mission’s financial instruments, and his ability to communicate market analysis and instruments with clarity, timeliness and honesty led to the winning formula. It is with peace of mind and great respect that we express the good fortune we feel in having found an extraordinarily capable and trustworthy financial advisor and partner.

I am pleased with Mission. I got in their portfolio during a market turbulent time. With the help and guidance from Wes Patton the account recovered and has done well. His constant communication helped me better understand the strategy which has evolved and will continue to evolve in the future. Any questions on my behalf has always been responded to quickly. Wes is easy to work with and a great financial analyst.

Mission Wealth has been extremely helpful in planning our retirement. Wes, our agent, is very good at explaining related topics, projections and market dynamics. Wes helps us feel confident with our retirement spending. The whole of the office staff have been of excellent character and knowledge.

Over the past five years, my wife and I have been most impressed with the service and results achieved by Wes Patton and the Mission Wealth team. Wes excels at communication: cadence, responsiveness, and attention to our concerns. He clearly explains strategy and alternatives to ensure we are in agreement with the plan, and he is comfortable discussing options and potential outcomes as needed while staying focused on the risk level appropriate for our situation. I would highly recommend Wes and Mission Wealth.

Wes Patton and his team have provided me with tremendous leadership and innovative financial structures to assist my development of a strong financial position. He is consistently prompt, steady, exact, and very well spoken. His advice is measured, and has proved to be wise. Highly Recommend.

Fidelity suggested that we engage with a independent financial advisor. We interviewed several, and by far the most professional was Mission Wealth. Since we joined the Mission Wealth family we have had Wes Patton as our advisor and we couldn't have been happier with our decision. He is the consummate professional. The suggestions that he has made have increased our portfolio value beyond what Fidelity could offer, and the access to funds beyond the ones offered by Fidelity have consistently been winners. Wes is so easy to work with and we actually look forward to our portfolio reviews with him. The reviews are thorough and we spend time looking at options and we never feel any pressure in these meetings. We enjoy using the Mission Wealth tools to set up multiple scenarios, and review how these can meet our long term goals. Beyond portfolio management, we have also been very happy with the additional services Mission Wealth offer. Wes is knowledgeable, approachable and I recommend him.

A few words about the excellent job that Wes Patton has been doing in his communications. I was in a client service industry (private practice of law) before retirement, and responsiveness was one of the most important aspects of our client service goals. I know and appreciate good client responsiveness when I see it, and Wes has been very impressive in this regard. Even on questions I have with no particular time fuse, Wes always responds in a very timely way, and with very comprehensive and thoughtful insights. Gold star!

Wes is hands down the best advisor we have ever worked with. He is extremely bright, knowledgeable, and uber responsive. He has managed our finances so professionally and he understands how to explain his rationale with basic terms we can digest. He also assembles other professionals to assist with taxes, deeds and other ancillary needs. I can not say enough about Wes and mission wealth. We would be happy to act as a reference for other potential clients. You all are the best!

I have been a client of Mission Wealth for 5 years now, and when I speak about them to friends and family, I usually start with..."If I only had found them sooner." Not only have my returns increased, the sense of security and confidence I receive from Mission Wealth and my advisor is what I value the most. Wes Patton has been my advisor since I moved to Mission Wealth. His responsiveness, guidance, and overall service are unrivaled compared to any other type of financial service or service in general that I've had in the past. Not only do I trust Wes' guidance, but he's also taken the time to get to know me as a person and therefore, truly understands my needs. I appreciate him more every time we interact. I continue to recommend Mission Wealth to others and am happy to say, that I hear the same from others who decided to switch to Mission Wealth.