Mark built his financial career on his passion for serving clients, his entrepreneurial spirit, and his ability to listen well.
A focus on financial integrity and results
Mark began his career at Prudential. He worked there 16 years, receiving numerous financial awards and personal 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—and 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. Mark 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, 20 years old and in college at Santa Clara University in CA, and Cam, 18 years old and a newly graduated senior. They are very family-focused and love to travel together, go to the beach, play golf and attend sporting events.