“Working with Patriot Advisory has been life-changing. Because of them, I feel more confident about my money,” says Alexa Berube, a tech entrepreneur and founder of Reposite.

Alexa has spent her career focused on building businesses and valued having a trusted advisor to help guide her financial decisions. “I’ve always been hands-off,” Alexa explains. “I knew Mark would provide thoughtful recommendations, and his guidance has allowed me to focus on my goals without feeling overwhelmed.”

During a recent business acquisition and a new chapter of financial planning, Alexa appreciated having someone she could count on. “Mark is proactive and always brings solutions when I have questions. He communicates clearly and checks in regularly, which gives me confidence that I’m making informed decisions,” she says.

Today, Alexa and her husband work with Mark together on financial planning. “Mark explains things in a way that’s easy to understand and always makes sure both of us feel comfortable with the decisions we’re making,” Alexa adds.

Alexa has also noticed the relationships Mark builds with his clients. “I’ve seen how much people appreciate the time and care he gives them. When clients are navigating big changes, Mark is there to guide them,” she says.

Please note: Alexa’s experience may not be representative of all clients. All investments involve risk, including the possible loss of principal. Past investment performance does not guarantee future results.