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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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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

A Much Needed Hole-in-One

The Masters reminds us that traditions (like annual financial planning) strengthen bonds and offer security Scheduled annually for the first full week of April, the Masters is the first major of the year. Except in 2020. On March 13th, Fred Ridley, Chairman of Augusta National Golf Club, told the sports world that the Masters Tournament, […]

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Political Parties and Stock Markets since 1900

Should stock market investors hope for a unified or a divided Washington? Does the party occupying the White House affect the U.S. stock markets and other economic measurements?  How does the party controlling Congress affect markets? While it’s interesting to review history and try to answer those questions, before we draw any conclusions, we should […]

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Q3 2020 Market Commentary

A Very Solid Third Quarter  Global equity markets continued their rebound from earlier this year, despite struggling in the final month of the quarter. By the time the third quarter closed, investors saw that: The DJIA ended the third quarter up 7.6% The S&P 500 ended up 8.5% NASDAQ ended up 11.5% for the quarter […]

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