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As concern rises about the spread of the coronavirus, we wanted to let you know that we at Patriot are closely monitoring this situation to maintain very high service levels and minimize disruption. We have taken prudent steps and have carefully reviewed our plans to ensure business continuity. If you have any questions or concerns, please let us know. We are here for you. Read More

Helping You Achieve Your Vision of Financial Success


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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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The Preamble of the Constitution for the United States

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

Dealing with Life’s Transitional Moments

Everyone needs to determine their financial staying power Some life transitions, such as a career change or marriage, are planned, but a job loss or divorce can be sudden and unexpected. One common thread that accompanies all transitions, however, is the concern about whether there will be enough money to maintain your lifestyle. The timing involved with […]

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2Q2020 Market Commentary

A Record-Setting Quarter Global equity markets continued their rebound from the dismal first quarter of 2020 and by the time the second quarter closed, the major U.S. indices had marched to record quarterly gains, including: The DJIA recording its best quarter since the first quarter of 1987, with a gain of 17.8% The S&P 500 […]

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Inflation, Your Retirement & Purchasing Power

You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings? Let’s explore. In simple terms, inflation is defined as an increase in the general level of prices for goods and services. Deflation, on […]

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