A complete list of active advisors currently associated with Patriot Advisory Group

Warmer can help you find a great advisor at Patriot Advisory Group or one who fits your needs even better.

Patriot Advisory Group provides discretionary investment supervisory and portfolio management services to individuals, high‑net‑worth individuals, and individually owned trusts, and also offers financial planning on topics such as tax, estate, retirement, education and cash‑flow planning. Custody of client assets is maintained at Charles Schwab & Co., and the firm does not participate in wrap‑fee programs. The firm uses multiple methods of analysis — charting, fundamental and technical — and employs long‑term, short‑term and trading strategies as appropriate, drawing on third‑party research and providers. Accounts are managed on a discretionary basis consistent with clients’ stated objectives and risk tolerances, are reviewed at least annually, and may be subject to client‑imposed written restrictions. The brochure discloses several features that are less common for firms of this size: Item 6 notes the firm receives performance‑based fees, and certain representatives are licensed insurance agents who may earn commissions on life, long‑term care and fixed annuity sales, which the firm identifies as potential conflicts of interest. The firm also recommends Charles Schwab as custodian (observing that using a particular custodian may affect execution) and manages a broad mix of instruments — including exchange‑traded and over‑the‑counter equities, equity options and fixed life/annuity products — which can raise additional implementation and conflict considerations.

To learn more about the advisors currently working at Patriot Advisory Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.