About Us
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.
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.
The value of family
Mark and his wife Jayne have been married 35 years and have two kids, Alexa, 33 years old, and Cam, 30 years old. They are very family-focused and love to travel together, go to the beach, play golf, and attend sporting events.
SAMANTHA ANLAUF
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.
NICHOLAS ADAMS
Nicholas Adams is a versatile Director of Operations and Website Designer with a passion for building engaging, high-performing digital experiences. With a background in web development, design, and digital strategy, he specializes in creating user-friendly websites that drive client engagement and business growth.
Nicholas earned his bachelor’s degree in psychology from West Virginia University and has held leadership roles in non-profits, where he developed a strong belief in community building. In 2023, he graduated from Nashville Software School, combining his creativity with technical expertise in web development and software engineering.
As the Director of Operations for Patriot Advisory Group, Nicholas optimizes the company’s online presence, enhances user experience, and fosters a thriving client community. His strategic and innovative approach ensures a seamless digital experience, strengthening brand trust and visibility.