Skip to Main Content

Helping You Achieve Your Vision of Financial Success

About Us

Fee-Only Fiduciaries

Our financial advisors do not use pushy sales tactics or earn commissions – we just want you to succeed.

More on Fee-Only Fiduciaries

Financial Planning

We’ll identify your priorities, develop a strategy, get you started, and help you stay on track towards your goals.

More on Financial Planning

Investment Management

Your personal success strategy is tailored to your personal goals, creating a disciplined plan that stands the test of time.

More on Investment Management

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.

  • Hidden

Our Insights

Changing Jobs in 2021? You’re Like Most People

Two employee-benefit actions to take before you accept that new job offer Are you considering changing jobs this year? If not, you’re in the minority. A survey conducted by Harris Poll found that the majority (52%) of U.S. workers are considering a job change this year – and 44% have real plans in place to […]

Read full post
As Stock Markets Peak, Check Your Emotions

Emotions often drive investors to make poor decisions and underperform Successful investing and overall fitness both often come down to discipline (and planning). Why aren’t you reaping the investment returns you read about in the financial press? Why aren’t you reaping the benefits of going to the gym? One obvious answer that you might not […]

Read full post
Summer is a Fantastic Season to Find a Planner

But so is spring, winter and fall – know what to look for when searching You know you need to make a plan with your money – but when? The signs may well sit right in front of you, from your paycheck to your debt to your willingness to ask for professional help. If you […]

Read full post
View All Posts