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.
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
Consider whether setting up and giving to a donor advised fund helps build a more generous world November brings us Thanksgiving – a day for simply giving thanks. The 11th month also brings us Black Friday and Cyber Monday – two days encouraging us to shop. And since 2012, the Tuesday after Thanksgiving also offers […]
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Reviewing your benefit choices will maximize your employment benefits Open enrollment for employee benefits kicks off this month. While you plan your Thanksgiving menu, review your benefit choices. Even if little changed in your life this past year, maximize what your employer offers. Here are some pointers. Medical Even if you carry the same plan […]
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Like sports betting, you can’t predict markets or which way a sector – or football – will bounce Think the New England Patriots will win this year’s Super Bowl? Or maybe that the Los Angeles Lakers will win the NBA Championship in June? St. Louis Blues to take the Stanley Cup? Duke Blue Devils to […]
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