Phone (225) 926-0202  Fax (225) 926-0203

PO Box 78408  Baton Rouge, LA  70837  

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Michael J Patton, President


Mike has been working in the financial services industry for over 23 years. He specializes in a number of areas of financial planning, including estate & tax planning, portfolio management, insurance & risk management, and retirement planning. He has a special emphasis in probability analysis utilizing Monte Carlo simulation.

 Professional Designations Include

  • Certified Financial Planner
  • Accredited Estate Planner
  • Board Certified Estate Planner
  • Certified Tax Specialist
  • Chartered Mutual Fund Counselor

Other Activities & Accomplishments

  • Mike is a former columnist for  To read his articles click here.
  • Mike is a Contributing Editor with Investment Advisor Magazine and has written a number of articles on topics such as: financial planning, Monte Carlo simulation, and practice management. To read his articles, click here.
  • Mike has been quoted in the NY Times, the Greater Baton Rouge Business Report, The Advocate, and the local ABC affiliate.
  • Mike has been a speaker at various national conferences for companies such as Oracle, fi360, and Investment Advisor Magazine.

If you would like to have Mike speak at your function, send him an