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Helping You Achieve Your Vision of Financial Success


About Us

Fee-Only Fiduciaries

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.

Meet the Team

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.

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Our Insights

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Global Market Commentary: Year End 2021

Year In Review 2021 was another year filled with concern, whether it was the COVID-19 pandemic, rising inflation, or the Federal Reserve and interest rates.  Even with that uncertainty, the US markets still had a very strong performance and by the end of the year: The Dow Jones Industrial Average finished up 20.95% The S&P […]

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Hoping That Next Year Is When You Retire Early?

A pre-retirement checklist to make early (or earlier) retirement a reality  As we approach the New Year, maybe the dream of an early retirement starts to take shape in your mind. Maybe you’re researching when you might first qualify for Social Security retirement benefits (hint: for Social Security income, the youngest age when you can […]

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Can We Expect the January Effect to be Effective?

As we head for the last trading weeks of 2021, we start thinking about 2022 The January Effect was first noticed by investment banker Sidney Wachtel in 1942 and the theory proposes that a pattern existed in the price of stocks in the last few trading days of December and the first few weeks of […]

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