Working with a true Independent Hybrid RIA can provide you and your clients the freedom they want, allowing you to prioritize their interests.
Our innovative, cloud-based wealth management technology can drastically reduce your overhead costs, streamlining your business processes for you, your staff, and your clients.
Our Partner Program helps you find and build Centers of Influence relationships with CPAs, attorneys, P&C, and Life and Annuity agents to help drive more clients and revenue.
Through our solicitors’ program, you can acquire a waiver for the series 65 exam, so you can work with and compensate CPAs, attorneys, P&C, and Life and Annuity agents.
Working with the right IMO grants you access to award-winning, cutting-edge marketing for brand and web development, digital marketing, seminar programming, multimedia marketing, including video and radio. You will have a dedicated marketing consultant to help increase appointments, convert clients, and boost revenue for your practice.
Together, DMI and The Patriot Financial Group have the experience and ability to grow your business.