At Patriot Advisory Group we are in the business of listening first—and advising second. We are devoted to understanding our clients beyond their financial goals so we can help them secure their life goals. A holistic approach with plans that begin with our clients’ dreams and goals. We want you to experience financial well-being and freedom—and dream big dreams with strategic wealth management.
PAG’s focus is on our “why”. Why are we a good fit for our clients, why do our clients’ trust and partner with us? Some firms focus on “what” they can do. Our priority is not what we can do but why it’s important to you.
Therefore, we go to extraordinary lengths to match our recommendations and services to the individual client’s needs, not necessarily to what the financial trade is hyping. We value long-term relationships more than short-term success.
Strategic Wealth Management Firm
Patriot Advisory Group is a Registered Investment Advisory firm, serving our own limited clientele of individuals, couples, and families who hear about us from existing clients. Our strategic wealth management services are especially suited to clients that are looking for a more strategic, tailor-made approach to their investing—and tired of the cookie-cutter approach.
In addition, because Patriot Advisory specializes in complex and sophisticated financial situations such as estate and divorce planning and hedge fund counsel, count on attention and expertise that is a cut above all other franchise firms out there. Click here to get in touch with us to learn more about how we can work with you to help you reach your financial goals.
Meet Our Strategic Wealth Management Team
MARK BERUBE, ChFC®, CLU®
Mark built his financial career on his passion for serving clients, his entrepreneurial spirit, and his ability to listen well. With a focus on financial integrity and results, Mark began his career at Prudential. He worked there for 16 years, receiving numerous financial awards and personal achievements.
For example, achievements including Rookie of the Year and the youngest Managing Director on record. He accomplished this because his sights were set on creating a practice where his clients’ needs and best financial interests always come first. Above all, where he could be a genuine, truthful, results-oriented resource for them.
Patriot Advisory Group
Mark will tell you this about launching his own company in 2002, “I have learned much, served many, and am growing daily.” This humble approach has propelled Mark Berube and Patriot Advisory Group to a position as a sought-after advisor to a fast-growing client base and a tuned-in financial media following. His key focus is all about operating with integrity and winning his clients’ trust through results.
Mark’s ideal client
Mark’s ideal client is a successful woman, man, or couple between the ages of 30 and 60, looking for a more strategic, tailor-made approach to their investing—and tired of the cookie-cutter approach. Because Mark is a fee-based advisor, you can trust that his recommendations are based on your needs, not his need to make a commission. He loves educating his clients about the process of being financial partners, able to make sound decisions in alignment with core financial goals.
The value of family
Mark and his wife Jayne have been married 23 years and have two kids, Alexa, 29 years old, and Cam, 27 years old. They are very family-focused and love to travel together, go to the beach, play golf, and attend sporting events.
DAVID OCASIO, ChFC®, NSSA
David brings almost 20 years’ experience in the personal financial services industry. In addition to helping clients achieve their unique financial goals, his background also includes helping financial planners nationwide better serve and obtain results for their clients. With a wide range of experience, David truly understands the comprehensive planning process. Contact David today for your personal guide to strategic wealth management!
Mark & David have worked together for almost 10 years helping numerous clients reach their financial goals.
David’s area of expertise includes:
- Insurance Planning
- Retirement Planning
- Financial Planning
- Income Tax Planning
- Social Security Optimization
David is a Chartered Financial Consultant® (ChFC®). In addition, he is a Certified National Social Security Advisor® with the National Social Security Association.
David was born and raised in the Washington, DC metro area and currently calls Loudoun County home. His wife Marina is a Nurse Executive in Northern Virginia. David and Marina’s life revolves around their family, which includes three lovely daughters Sofia, Alicia and Bianca. When not spending time taking the family out on RV trips, David enjoys biking, Taekwondo, and occasionally climbing mountains.
Melissa Al-Khalili, a Loudoun County native, is an accomplished Marketing Assistant, with over twelve years of experience in the finance industry. She brings a high level of talent and success to our team to help ensure clients have the best experience possible while reaching their financial goals. Melissa and her husband have two young children and a poodle.
Melissa has worked together with David and the Patriot Advisory Group team for many years helping numerous clients reach their financial goals.
Samantha Anlauf, a skilled Marketing Assistant, holds a Bachelor of Science in Elementary Education and Masters of Science in Reading Literacy from Shenandoah University.
In addition to her successful career in education, Samantha has over seven years of experience as a Client Care Manager in the Northern Virginia area. Samantha brings a high level of talent and organization to our team to ensure our clients have the highest quality experience while reaching their financial goals.