Patina Group

Patina Group

The firm presents as a registered investment advisor (RIA) offering comprehensive financial planning for families. It operates as a fiduciary across multiple service lines: retirement and goal planning, tax strategy, estate planning review, insurance analysis, and investment management. No founding date, named principals, or wealth origin are disclosed publicly. Patina emphasizes tax awareness, noting that taxes consume more from most families than any other expense. Its approach includes year-over-year tax-picture analysis, Roth conversions, charitable giving, and loss harvesting. The firm also coordinates with estate professionals to align financial and estate plans. Investment portfolios are described as built to align with individual financial plans, balancing growth and protection. No specific asset classes, portfolio companies, or direct investment activity are mentioned. The firm maintains a fee-only structure, avoiding commission incentives and product agendas. It lists contact details in New York but provides no team size, additional offices, or affiliated vehicles. Philanthropic structures, adjacent operating businesses, and professional network memberships are not referenced. No recent operational events are publicly documented. Patina's structural differentiator is its explicit independence and fiduciary posture in an industry where many advisors are tied to product platforms. The firm markets itself as planning-first rather than product-first, a clear distinction from broker-dealers and commission-based advisors. However, beyond this positioning and published service descriptions, little verifiable operational detail is available.