Broker Check

Our Firm

The Needs Of Our Advisors Always Come First

At Patriot Financial Group, we were built around one purpose: to give financial professionals the freedom to grow on their terms. As an RIA and OSJ, we provide advisors a place to expand independently. With with advisors in various states across the country, and growing, we deliver the backing, resources, and foresight to help you focus on clients, not back-office tasks.

We foster an empowering, flexible culture that keeps advisors supported yet free, with access to a premier national network that opens doors to collaboration, opportunity, and long-term growth.

Independent, Yet Supported Where It Counts

Independent, Yet Supported Where It Counts

We blend true independence with hands-on support, giving you the confidence of ownership and the reassurance of a network that helps you solve challenges and seize opportunities.

A Network of Growth-Focused Professionals

At Patriot, you’re never on your own. We take the time to understand your practice, your goals, challenges, and aspirations, and deliver tailored coaching and collaboration to help you reach the next level. Together, we build strategies that align with the way you want your business to grow.

Meet The Team

Why Keep Building Someone Else’s Future?

At Patriot, you own your book, your brand, and your legacy, while gaining the backing to grow beyond limits.

Take The Next Step

What Defines Patriot Financial Group

Our core values are the foundation of every advisor relationship.

Committed To Your Success

We are dedicated to the success of our advisors and their clients. Our commitment extends beyond providing resources; we actively support your growth and development to thrive in a competitive landscape.

Loyalty For The Long-Term

We believe in building lasting relationships based on trust and mutual respect. We stand by you through challenges and celebrate your successes, fostering a resilient community in each stage of your business.

Oversight In All Operations

We uphold the highest industry standards in all our interactions, ensuring transparency and accountability. Our commitment to the most up-to-date practices protects our advisors and enhances the confidence of their clients.

Supporting Patriot Financial Group



Additional Support Tools
Affiliates That Strengthen Independence

Affiliates That Strengthen Independence

Through affiliates like Schwab, Cetera and Pershing, Patriot advisors gain access to premier platforms, technology, and compliance resources—reinforcing independence with the trusted partnerships needed to grow, serve clients, and build continuity.


Why Join Patriot?

EXPLORE THE BENEFITS

Explore The Benefits


Get To Know The Patriot Team

MEET THE TEAM

Meet Our Team


Contact Us

GET IN TOUCH


Get In Touch