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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

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

Dogecoin Might Be a Case of Asset Euphoria

Examples of asset bubbles that kept growing and popped spectacularly Bitcoin is going through another spectacular price move so far in 2021, rising from about $28,000 on January 1st to about $48,000 in mid-February. And other cryptocurrencies have come along for the ride, with Dogecoin (pronounced “dozhe-coin”), being one of the oddest of the bunch. […]

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The New IRS Tax Rates and Deductions for 2021

Although a year away, your 2021 tax planning should have already started Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax rates in late October and there are plenty of changes that will impact taxpayers in 2021. While it’s more than a […]

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What Can the Best/Worst Stocks of 2020 Tell Us?

Looking for longer-term trends that might shape the next few years Let’s be honest for a second: the DJIA, the S&P 500, and NASDAQ all delivered one of the most surprising years in recent history. And while many are happy to see 2020 in the rear-view mirror, the 2020 performance for the major U.S. indices […]

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