Patriot Partnership Program

The Perfect Partnership.

We bring comprehensive financial planning to the clients of CPA firms, law firms, property & casualty agencies, associations, banks and credit unions and other professional partners whose business values and standards align with our own high ethical standards.

Partnering can help you build a more robust and thriving practice with an ongoing revenue source. The partner remains in their own discipline and compensation is then shared. Our experienced team works closely with advisors throughout this process.

We start by helping to interview and qualify partner candidates.
We then help onboard partners by walking them through the necessary documents.
The relationship continues with education, training, resources, and targeted campaigns.

The benefits are clear. Our advisors get to meet new qualified clients. Partners earn an additional revenue stream from their existing relationships. Clients receive care and attention from an experienced advisor to help them reach their financial goals.

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