The Patriot Financial Group was founded with the goal of assisting our clients in all aspects of their financial lives. For each of our clients we strive to help create financial stability and to provide financial independence. The Professionals of The Patriot Financial Group are leaders in comprehensive, team-based financial planning and wealth management for individuals, businesses and their employees.
We encourage you to further explore our web site and to learn more about our company and the services we provide. Welcome to The Patriot Financial Group.
Our Company consists of teams of experienced professionals with a “hands on” approach to financial guidance. Not only will you find your team members knowledgeable, but you will also discover that we truly care about helping you make your dreams a reality. As your “Financial Professionals”, we are committed to keeping you focused on where your financial plans take you, advise you on how to get there, and continually monitor and support your efforts in striving to realize your financial goals.
Our Business Philosophy
The Patriot Financial Group is comprised of professionals who are not only skilled and licensed advisors in their own disciplines, but are complemented and supported with professionals in the planning, investment management, insurance, benefits and estate planning areas. Critical to making your financial dreams a reality is an objective approach, founded on a principal and commitment to asking the right questions and listening carefully to our clients. We get to know our clients and understand what is truly important to them.
Our company is an “Independent”…we are privately owned and managed. Through affiliations with key strategic partners, we offer unbiased, non- proprietary products and solutions to our clients. Our partners also provide technology, training, market access, clearing and custodial services. With these resources behind us, the professional of The Patriot Financial Group are able to focus on what we enjoy and do well… advising and servicing our client’s financial needs.
Our Financial Advisors
Financial Advisors with the Patriot Financial Group, while extensively supported and closely aligned with other team members, are independent. They own and direct their businesses, controlling the style and type of practice they choose. Supported by non –proprietary architecture, best in class tools and technology, top industry compensations, and an unwavering commitment to excellence… making The Patriot Financial group a great place to work and prosper. If interested in learning more, please click on the Advisor’s tab.