About The Patriot Financial Group
Putting our team to work for you & your team.
As an independent Registered Investment Advisor, TPFG is partnered with one of the industry’s leading custodians, Charles Schwab, to serve our advisors and their clients with the best programs and platforms to manage their assets. In addition to partnering with Schwab, we are supported by Cetera Financial Specialists, LLC for our brokers and have the ability to clear through either National Financial or Pershing to accommodate the needs of our advisors.
To top it off, our advisors utilize Black Diamond—an industry leader in technology, data aggregation and performance reporting—to deliver an incredible client experience when reviewing their portfolio. All in all, The Patriot Financial Group is uniquely positioned to add incredible value to the practice of an independent financial advisor and we look forward to serving your needs as a client.
The Patriot Group Financial Management Team
Together we grow.
The Patriot Financial Group has a track record of taking already successful advisors and helping them achieve the next level. While it may sound too good to be true, the reality is that through our team model, resources, technology and of course, one of the best back-office support teams ever assembled we can do just that. This team is ready, willing and able. They have the expertise and experience to support you now and as you grow.
David M. O'Donnell, LUTCF
Founder, Financial Advisor
David is committed to building an environment conducive to growth, support, and lead generation. His vision of building teams of different expertise and independence is innovative in the financial service industry.
Director of Advisor Services
Maggie is an extremely versatile project manager who provides administrative support for Patriot Financial Group in a variety of areas. She provides complete back-office technology processing to assist advisors with their practice.