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
Why employ an investing strategy that is based on a summer horse race? One of the oldest stock market strategies is to “Sell in May and Go Away.” Before you factor in this seasonal “strategy,” you might want to think twice. Let’s look at the history and more importantly, the numbers. The Strategy “Sell in […]
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The IRS sees a lot of silly tax errors – here are the ones they warn against Given that it seems like the deadline for filing taxes is always fast approaching, the IRS posted a list of common taxpayer errors that could hamper the processing of your taxes, including delaying any refunds that you might […]
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Four questions to ask your advisor, plus tools to do your own research Bernie Madoff, mastermind of the biggest investment fraud in history after he defrauded more than 40,000 people of over $65 billion, died at the age of 82 in prison on April 14, 2021. Considered by many to be the archfiend of the […]
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