Fee-Only Fiduciaries
Our financial advisors do not use pushy sales tactics or earn commissions – we just want you to succeed.
Financial Planning
We’ll identify your priorities, develop a strategy, get you started, and help you stay on track towards your goals.
Investment Management
Your personal success strategy is tailored to your personal goals, creating a disciplined plan that stands the test of time.
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.
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
In honor of Military Appreciation Month, we recognize those in the military as well as their families. Military members and their families face one-of-a-kind challenges, such as deployment to conflict zones, overseas assignments, and the constancy of change – all of which make dedicating time to personal finance a challenge. Luckily, there are special tax […]
Read full post
When you created your investment strategy, your asset allocation reflected your goals, time horizon, and tolerance for risk. Over time, however, any of these three factors may have changed, and your portfolio may need adjustments to reflect your new investing priorities. Diversification The saying “don’t put all your eggs in one basket” has some application […]
Read full post
Markets Have Worst Quarter Since 1Q2020 Global equity markets had a volatile first quarter, ending down for the quarter, as March was not enough to make up for the poor returns from January and February. Additionally, the bond market suffered its worst quarter since 1980. For the first quarter of 2022: The DJIA was down […]
Read full post