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.
Let’s Make It Happen
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
Like sports betting, you can’t predict markets or which way a sector – or football – will bounce Think the New England Patriots will win this year’s Super Bowl? Or maybe that the Los Angeles Lakers will win the NBA Championship in June? St. Louis Blues to take the Stanley Cup? Duke Blue Devils to […]
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Markets Rise Modestly in the Third Quarter of 2019 as the Fed Cuts Rates and China Saga Continues U.S. stock market indices increased modestly in the third quarter, propelling the S&P 500 and the DJIA to their best three-quarter starts to the year since 1997 – all while further extending what is the longest of […]
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We’re all busy and tend to procrastinate in seemingly less busy areas of our lives. There is always some new item on our constantly growing to-do lists. Some tasks are fun to take on. Others are tedious, boring, long or all the above. But some of the most important to-do’s in our lives often get […]
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