About Richard Patient

Richard is the founder of the firm, which he established in 1991 after a career in public accounting and industry that began in 1980. He holds a Bachelor of Science in Accountancy from Bentley University, where he was a member of the Sigma Phi Epsilon fraternity, a local chapter known for its commitment to charitable endeavors.

Throughout his professional journey, Richard has actively participated in local boards and committees and has served as a lecturer for the IRS Small Business Tax Workshops. He is also a local Internal Revenue Service stakeholder in Massachusetts.

Passionate about helping individuals achieve their personal and professional goals, Richard emphasizes values such as discipline, diligence, honesty, trust, and compassion. He takes pride in his strong ethical standards and is dedicated to instilling these principles in his clients, ensuring their best interests are always prioritized.

As a FINRA Registered Representative with Series 6 and Series 66 licenses, along with Life, Accident, and Disability Insurance Licenses in multiple states, Richard adopts a holistic approach to servicing his valued clients. Additionally, he serves as a Notary Public in Massachusetts.

Residing in Sutton, Richard enjoys family life with his wife and three children. In his spare time, he loves reading, going to the beach, working out at the gym, and traveling.