Skip to Main Content

Helping You Achieve Your Vision of Financial Success


Learn More

Fee-Only Fiduciaries

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

Read More

Financial Planning

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

Read More

Investment Management

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

Read More
We The People

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

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

Financial Advisor, Goals
Planning to Make New Year’s Resolutions (And Goals) Stick

A framework to help you be among the 8% that sticks to resolutions and goals Did you make a New Year’s resolution this year? Set any goals for the year? One of the smartest ones could be to get your finances in order. But keeping that promise to yourself is another matter. A lot of […]

Read full post
Financial Advisor, Markets
2019 Market Review

2019 Was a Fantastic Year for Investors Stock markets in the U.S. and around the globe turned in a fantastic 2019, driven by U.S. equities, specifically large-cap U.S. equities. Along the way, 2019 brought plenty of records, including: Record Highs. As the S&P 500 climbed consistently throughout the year, it also recorded 34 new record […]

Read full post
Spending, Financial Advisor, Financial Planning, Financial Fitness
Spending Your Year-End Bonus

Spending money isn’t a bad thing, but spend mindfully Did you receive a year-end bonus for 2019? Suspend your visions of spending on exotic trips for a moment and instead evaluate how to make the most of this extra money. Your year-end bonus remains taxable income and you can make smart decisions to use it […]

Read full post
View All Posts