Patriot Financial Group

Patriot Financial Group

Patriot Financial Group, headquartered in Walpole, Massachusetts, operates as both a Registered Investment Adviser and an Office of Supervisory Jurisdiction. The firm provides a flexible affiliation model for advisors, CPAs, and financial professionals who want to build their own brands while accessing centralized infrastructure. Founded as a platform for growth-minded independents, Patriot structures relationships so that each advisor's book and brand remain their own. The firm's strategy centers on a multi-discipline ecosystem that supports captive agents transitioning to independence, existing RIAs seeking a new OSJ home, and career agents or accountants building wealth-management practices. Services include turnkey onboarding, personalized coaching, marketing strategy execution, and a specialist network covering client needs across financial planning, retirement plans, and insurance. Patriot's model connects advisors with COIs (accountants, attorneys, insurance professionals) to broaden client solutions without forcing a single niche — the platform's network reaches advisors nationwide from its New England base. Michael Tashjian leads the leadership team alongside Jon Loranger (EVP Compliance & Operations), Cassandra Gonzalez (Compliance Coordinator), and Maggie Dumas (Director of Advisor Services). The firm's team page lists a small core staff focused on compliance and advisor support, suggesting a lean operating model that scales through strategic partnerships rather than internal headcount. Specific AUM and total advisor count remain undisclosed; the firm's public materials emphasize practice growth and transition support over asset-scale disclosure. What differentiates Patriot structurally is its dual registration as both an RIA and OSJ with a deliberate hybrid-affiliation architecture. Advisors can plug into the platform through RIA-only, OSJ-only, or combined arrangements — a flexibility uncommon among broker-dealer-anchored platforms that typically mandate a single path. The firm frames succession planning and book acquisitions as core services, positioning Patriot as a long-term operating partner for practices moving from a captive environment to full independence across the United States.