Zenith Advisory Group

Zenith Advisory Group, located in The Villages, FL, is a holistic financial planning firm founded by Bart Patterson, a certified public accountant (CPA) with a passion for proactive tax planning and helping individuals live their best life in retirement. With a focus on addressing the most important risks in retirement, Zenith Advisory Group provides clients with retirement strategies that protect their hard-earned assets, ensuring a worry-free retirement.

Committed to their core values of grit, ownership, teamwork, and client-mindedness, Zenith Advisory Group strives to help every family they meet, guiding them along their retirement journey. With a team of CPAs and partnerships with attorneys, Zenith offers proactive tax planning, risk management, probate avoidance, long-term care strategies, and portfolio management, all for an easy-to-understand flat fee. Their goal is to provide clients with the highest point in their lives, a worry-free retirement filled with financial security and enjoyment.

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