Patriot Partner Program | Partnerships for CPAs, Attorneys & Professionals

The Patriot Partnership Program

Grow With Partners Who Share Your Standards

The Patriot Partner Program gives CPAs, attorneys, insurance agents, and other professionals a way to expand client value and create new revenue—without stepping outside your discipline. Through collaboration, you gain education, resources, and ongoing support while offering clients access to comprehensive financial planning that builds trust and strengthens relationships.

How We Help Advisors Build Partnerships

At Patriot, partnerships are a powerful way for advisors to grow. We help you find, recruit, and qualify trusted professionals, CPAs, attorneys, and insurance agents, who can expand your reach, create new revenue opportunities, and deliver greater value to your clients.

Partnering with Patriot: Your Questions Answered

How does Patriot help identify partner candidates?
We assist with interviewing and qualifying potential partners to make sure they align with our values and meet program requirements.
What does the onboarding process look like?
Patriot walks new partners through the necessary documents, contracts, and submissions to make onboarding straightforward and efficient.
Does Patriot provide campaign support for partners?
Yes, we help run targeted campaigns that build awareness, generate referrals, and grow both partner and advisor opportunities.
How do we continue supporting your growth?
After onboarding, the relationship continues with access to ongoing education, training, coaching, and access to resources that build confidence, keep you informed, and expand opportunities. Ensuring advisors and partners stay connected with Patriot over time.

Who We Partner With

We partner with trusted professionals who share our values, creating opportunities to expand client relationships and deliver broader financial solutions.

CPAs

Attorneys

Insurance Agents

Other Service Professionals

Learn About Patriot

Partner With Patriot And Take Your Practice Further

Offer clients more, strengthen trust, and gain new revenue streams—without leaving your discipline.

Learn About Opportunities

Discover Patriot Financial Group

EXPLORE THE BENEFITS

Explore The Benefits

Get To Know The Patriot Team

MEET OUR TEAM

Meet Our Team

Contact Us

GET IN TOUCH

Get In Touch