# Patriot Financial Group

Patriot Financial Group is a Bank / Wealth / Trust based in Walpole, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Walpole, United States
- **Region:** North America
- **Address:** 55 West Street, #201, Walpole, MA 02081, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** patriotfinancialgroup.org
- **LinkedIn:** https://www.linkedin.com/company/patriot-financial-group

## Regulatory record

- **CRD number:** 172470
- **SEC file number:** 801-80245
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-07T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172470

## About

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). 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.

## People

- Michael Tashjian — Chief Executive Officer, Financial Professional
- Jon Loranger — EVP Compliance & Operations
- Cassandra Gonzalez, IACCP® — Compliance Coordinator
- Maggie Dumas — Director of Advisor Services

## Questions

### How can an advisor affiliate with Patriot Financial Group?

Patriot offers three paths: as an RIA, an OSJ, or a hybrid that combines elements of both. The firm designs each affiliation around the advisor's existing book and growth goals rather than imposing a single operating structure. Transition support, onboarding, and ongoing compliance infrastructure are included in every arrangement.

### Does Patriot Financial Group maintain its own investment products or fund vehicles?

The firm's public disclosures describe an open-architecture support model rather than proprietary funds. Patriot supplies infrastructure and specialist access so that advisors can build their own investment menus. No proprietary product line or in-house fund family is advertised.

### What is Patriot Financial Group's regulatory structure?

Patriot is registered as both a Registered Investment Adviser and an Office of Supervisory Jurisdiction. This dual registration lets the firm supervise brokers and manage advisory assets under a unified compliance framework overseen by EVP Compliance & Operations Jon Loranger.

### What support does Patriot Financial Group provide for exiting advisors or succession planning?

The firm's website lists hands-on guidance for succession planning and book acquisitions as a core service. Patriot positions itself as a long-term partner that helps independent advisors transition client books, acquire practices, or execute an exit without disrupting client relationships.

### Where is Patriot Financial Group licensed or operating geographically?

Patriot is headquartered in Walpole, Massachusetts, and its advisor network is described as extending nationwide. The firm does not publish a state-by-state registration map, but its website emphasizes serving financial professionals across the country.

## Related profiles

- [Patriot Capital](https://altss.com/profile/patriot-capital)
- [Patris Investimentos](https://altss.com/profile/patris-capital)

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Last updated: 2026-08-11T02:43:31.692Z

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