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
The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know. Pell vs. non-Pell: Loan forgiveness of up to $10,000 is available to non-Pell Grant recipients and up to […]
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If you have a child, you may want to read the recent analysis from the Brookings Institute which details just how expensive raising kids can be. It’s downright frightening. According to the Brookings Institute analysis, the average amount a married, middle-income couple with two children would spend to raise through age 17 is estimated to […]
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August is National “Make a Will” Month, and it’s a great annual reminder to update your will if needed and create a will if you don’t have one already. A will is an important estate-planning document that can help you transfer your assets with ease. Having a proper will can make the difference between a […]
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