01. About Us

At Patriot Financial Group our top priority is your overall financial success. We have the client -and only the client-in mind.  We want to learn about your personal situation, identify your dreams and goals and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our success.

02. Our Mission

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

03. Our Approach

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Our Services

Our Team

Blogs

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.