Pate & Smith Investment Group


We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life.



Want to know how you can have a safe & secure retirement?

FREE AUDIO CD:

  • Retirement Made Simple: A Step-By-Step Guide To Worry Free Retirement.
    (a $49 Value)
    Fill out the form on this page and we’ll ship you a this educational, fun, and insightful AUDIO CD (and transcript!) at NO COST to you.
    Plus, once you fill out the form, we’ll give you INSTANT ACCESS to gain answers to your most important retirement questions.
    GET THIS FREE RESOURCE

Want to know how you can have a safe & secure retirement?

FREE AUDIO CD:

  • Retirement Made Simple: A Step-By-Step Guide To Worry Free Retirement.
    (a $49 Value)
    Fill out the form on this page and we’ll ship you a this educational, fun, and insightful AUDIO CD (and transcript!) at NO COST to you.
    Plus, once you fill out the form, we’ll give you INSTANT ACCESS to gain answers to your most important retirement questions.
    GET THIS FREE RESOURCE NOW

Ron Pate

Co-Founder & President
Pate & Smith Investment Group

Financial Planner | Financial Coach | Financial Adviser | Financial Advocate


"I help busy individuals and families avoid planning procrastination by creating simple rules that will help you to save, grow and protect your assets."
– Ron Pate
Read Ron’s BlogSchedule a FREE Consultation TODAY!

Ron Pate

Co-Founder & President

I help busy individuals and families avoid planning procrastination by creating simple rules that will help you to save, grow and protect your assets.
– Ron Pate


Financial Planner, Financial Coach, Financial Adviser, Financial Advocate


Read Ron’s Blog
FREE Consultation TODAY!

Let’s keep this simple

We’ve built our firm to achieve three simple objectives, and we want you to…


Meet your financial objectives

To help you meet your financial goals, we offer comprehensive wealth planning.


Sleep well at night

We offer safe and secure financial strategies guaranteed to protect your principle.


Have an Advisor you can count on

Client phone calls and emails are returned within 24 hours, even on the weekends.

Schedule a FREE consultation TODAY!

Let’s discuss your needs and our investment management services

Let’s Get Started

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