Helping you achieve your vision ofFinancial Success
Our Advisors are fee-only.
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.
More on Investment ManagementWhy 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.
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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
Our Insights
Beginning in 2026, families across the United States may gain access to a new financial planning tool designed to support children’s long-term financial futures: the 530A account, commonly referred to as a “Trump Account.” While much of the public attention has focused on the proposed $1,000 government contribution for newborns, the legislation includes broader opportunities […]
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Some retirees describe the first few months after retirement as a “honeymoon phase,” during which they focus on travel, projects, and catching up on rest. After the honeymoon glow wears off, many begin asking deeper questions about how they want to spend their time and energy.1 It’s not only normal to ask those questions, but necessary. Our careers […]
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U.S. Markets Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries along with geopolitical issues that unsettled investors. The Dow Jones Industrial Average lost 3.58%, while the Standard & Poor’s 500 Index fell 4.63% and the Nasdaq Composite declined 7.11%.1,2 A Choppy January Stocks trended higher in January as upbeat economic […]
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