PATRIA WEALTH GROUP

TAKING THE GRAY OUT OF RETIREMENT AND MAKING IT BLACK AND WHITE.

SCHEDULE AN APPOINTMENT

Who We Are

pa·tri·a | noun | Definition: one's family.

Family is at the heart of what we do. Our company name is derived from our Greek family lineage and sets the tone for how we run our company. We want to help provide for you and your family throughout your financial journey.

While we started out focusing on insurance and pensions, we have expanded to provide financial planning services to private individuals because everybody deserves the added confidence of a financial future.

What Sets Us Apart

A Team like Family

Family is the foundation of everything we do at Patria Wealth. We treat our clients with the same care we’d give our own family.

Our Services

Our mission is to help you successfully navigate your financial future so you can retire and live the life you want. We offer several services to help you protect your wealth and get closer to turning your dream retirement into a reality.

Learn More

Patria Wealth On TV

See us on local news stations and Philly Live for break downs of the latest financial moves and straight talk about how to shape your retirement.

Family First Radio

Join us every Saturday at 11 a.m. on 1150 AM and 101.7 FM WDEL for informative and entertaining retirement news.

Family First Retirement

Get your financial news on demand! Subscribe on Spotify, Apple Podcasts, Amazon Music, or your favorite streaming service to listen anytime, anywhere.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Patria Wealth Group is stated or implied. This is a paid placement.

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