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Patriot Financial Group offers team-based financial planning and wealth management services for individuals, businesses, and their employees. Our advisors provide a dynamic environment where investment professionals from complementary disciplines can build their practices and best serve their clients' needs. We aim to provide best-in-class tools and technology, open, non-proprietary architecture, and a firm-wide commitment to excellence. Our goal is to help advisors improve capacity, build a team of experts, and increase the value of their business.