About FinanceGeeks
Learn more about the people behind the platform.
From Idea to Impact
Finance Geeks was founded by Troy Patton, CPA/ABV, a seasoned financial professional who built a successful CPA and advisory firm with 10 offices and 72 employees before selling it in 2004. While managing investments for other advisors post-sale, he saw that advisors and CPAs lacked practical tools for client-focused financial and tax planning. Frustrated with overly complex and overpriced existing software, Troy created Finance Geeks to offer a simple, intuitive platform that enables effective collaboration and delivers actionable, transparent, and results-driven planning.
Plan Better. Live Smarter.
Today’s clients are looking for CPA-driven advice that seamlessly integrates tax and financial planning into one cohesive solution. This requires straightforward, practical strategies that help reduce taxes, align with their long-term financial goals, and provide a clear, actionable roadmap. We've built that solution — a simple, easy-to-use application that empowers clients and advisors to move forward together with confidence.
Top Tools For
CPAs Financial Advisors EAs Planners Families
From financial pros to everyday planners, FinanceGeeks gives everyone the tools to create confident, future-ready plans that grow with you.
Our Team
We're a team of real people who care about the work you do. Behind the platform are passionate professionals who believe financial planning should feel personal, not clinical. We skip the jargon and focus on honest conversations—about what your clients need, what’s possible, and how we can help you get there together.