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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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We The People

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

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Why Do Less than Half of Us Get the Flu Shot? (And Even Less Use A Financial Advisor?)

It is almost impossible to predict when, how severe or for how long flu season will be from one year to the next. But the Center for Disease control has estimated that the economic impact of the flu is a staggering $87 billion each year, including: $16.3 billion in loss of earnings $10.4 billion in […]

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Financial Advisor
The Housing Market Looks Robust to Start 2020

Is housing a leading economic indicator or lagging indicator? Or neither? Historically, the housing industry has led the U.S. out of a recession and many economists consider new housing starts to be a leading economic indicator versus a lagging indicator. Think of it this way: If new housing starts rise, intuitively it means builders are optimistic about […]

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Financial Advisor, Goals
Planning to Make New Year’s Resolutions (And Goals) Stick

A framework to help you be among the 8% that sticks to resolutions and goals Did you make a New Year’s resolution this year? Set any goals for the year? One of the smartest ones could be to get your finances in order. But keeping that promise to yourself is another matter. A lot of […]

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