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Helping you achieve your vision ofFinancial Success

Our Advisors are fee-only.

Our financial advisors do not use pushy sales tactics or earn commissions – we just want you to succeed.

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Financial Planning

We’ll identify your priorities, develop a strategy, get you started, and help you stay on track towards your goals.

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Investment Management

Your personal success strategy is tailored to your personal goals, creating a disciplined plan that stands the test of time.

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Why Patriot Investment Management?

Unbiased, independent advice on achieving your personal financial success is what you can expect from Patriot Investment Management. We create everything from scratch for you and your goals, so you can feel confident that we’re working for you and your future plans.

A solid financial plan should bring you peace of mind – and that’s what we strive for at Patriot. No forceful sales scheming, no making due with a plan that almost fits your needs, and no stress. Just a customized strategy that brings you closer to your financial goals each day.

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Get A Second Opinion On Your Portfolio

A conversation is the first step towards clarity in all your goals – and financial planning is no different. Get to know us as we learn about your goals, and we will work together to create the financial plan that fits your definition of success.

It’s time to take the first step towards your financial freedom today and your plans for tomorrow. And we’re here to take it with you.

Our Insights

Our Insights

2024-02-20 Credit Card Fraud
Protecting Yourself From Credit Card Fraud

Credit cards have revolutionized the way we manage our finances. However, this convenience comes with its own set of risks, including credit card fraud. As technology advances, so do the tactics employed by cybercriminals to steal sensitive financial information. According to Bankrate, in 2021, the FTC dealt with nearly 390,000 reports of credit card fraud, […]

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2024-02-06 5 Ways to Find FI
5 Ways To Find Your Financial Independence

Achieving financial independence is a goal that almost everyone has. It brings you the personal freedom to do what you want. For most people, however, debt is a significant roadblock. In fact, the average adult has around $103,358 in debt.1 This includes all types of consumer debt, such as credit cards, personal loans, student loans, mortgages […]

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Financial Wellness Month Pic
January Is National Financial Planning Month

January is Financial Wellness Month, which means it’s a good time to remind people to plan and update their financial strategy.  Now is a great time to connect with your financial professional to discuss your financial situation and aspirations for the future. You should also assess if your financial strategy needs any adjustments or changes […]

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