As your Wealth Management Firm, We align your life goals with reality-based financial advice. Patriot Advisory Group is a wealth management firm in the business of listening first and advising second. We are all about ensuring that you secure your life goals. You'll notice right away that our unique approach makes us different from all other financial institutions and advisors out there.
Patriot Advisory Group is a fee based fiduciary that constructs outcomes based on three objectives, beginning with where you are and where you want to go. Our success is directly tied to your success. Patriot Advisory Group is a global asset manager and wealth management firm utilizing a dynamic investment approach with uncommon transparency.
Patriot Advisory Group is a fee based fiduciary that constructs outcomes based on three objectives, beginning with where you are and where you want to go. Our success is directly tied to your success. Patriot Advisory Group is a global asset manager and wealth management firm utilizing a dynamic investment approach with uncommon transparency.
Services
At Patriot Advisory Group we are in the business of listening first-and advising second. We are devoted to understanding our clients beyond their financial goals so we can help them secure their life goals. A holistic approach with plans that begin with our clients' dreams and goals. We want you to experience financial well-being and freedom-and dream big dreams with strategic wealth management.
We put our clients' needs above everything else by being loyal, dedicated, and focused on customer service. We define success as our ability to help you to achieve the things that are financially important to you, not necessarily "beating" a benchmark. For us, investment management starts by defining and documenting goals and desires.
The accumulation phase of the financial planning lifecycle can last 35-40 years. These are the high-income earning years where a solid foundation is necessary to assure success throughout the other financial cycles. During this phase you can work towards a specific goal such as charitable giving or college planning or build towards a dream retirement.
This is the core of your retirement income planning efforts, which is ideally addressed 7 to 10 years prior to your planned retirement start date. Also known as the "retirement red zone". This is where you begin put your dream retirement into action. A shift in your investment strategy will begin to take place as you move towards safer allocations and income building strategies.
During the retirement planning distribute phase, we work with you to ensure you have enough income to maintain your standard of living in retirement. The retirement planning distribute phase of the financial planning life cycle can last 25-30 years! So the primary objective is to create an income stream you cannot outlive.
Reviews (5)
Chris Howell
Jan 24, 2014
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Before Patriot Advisory I had felt completely helpless on my 401K investments. Since working with Patriot Advisory Group I am in control of my funds. The updates and conference calls allow me to invest for my personal needs as well as what is going on in the market. The returns on my investments have outpaced the market significantly since working with them. My Representative Mark provides his knowledge in a way I can understand. This has been an extremely positive experience. Thank you !!
Dave Hodgdon
Oct 16, 2013
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Mark has been helping me with my Insurance and Financial advice for the past 15 years. I like his no mess around approach and get it done process. His advice is to the point and helps me understand my options to make financial decisons for myself, family and business. Mark would be an excellent resource for anyone that wants someone that cares about their financial decisions and will be there to assist as needed
Tracy Crowley
Aug 12, 2013
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Mark Berube is truly a gifted financial advisor. His years of experience and breadth of knowledge make him like no one else. As a woman it is rare to find a financial advisor who will listen to you respectfully and be willing to teach you core concepts along the way. Mark is the exception- he listens, teaches and makes great things happen with your money. I can't recommend him highly enough.
Cathleen Roy-Dwelley
Aug 08, 2013
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I’ve been working with Mark Berube since 2007 for retirement planning, estate planning and all financial areas in my life. Mark has provided me with informative and well grounded facts. He is a trusted advisor, providing me with the confidence I require to make good decisions for me- not the “average person”- but based on my principals and risk tolerance. I’ve got a solid plan in place that allows me to focus on what is really important to me and enjoy life. I no longer fret or worry about whether my investments are doing well- I know that I have a plan and Mark provides me with the updates
Patrick Kane
Jun 23, 2013
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