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
A 401(k) is designed as a retirement planning tool, but investors sometimes face unexpected financial situations that lead them to consider withdrawing funds from their 401(k) early. While a 401(k) is designed for long-term savings, you can access the funds early through hardship withdrawals and loans. However, there are consequences to this decision. Here, we […]
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U.S. Markets Stocks posted solid gains in Q4 as investors navigated the presidential election, overseas unrest, and Fed rate cuts. The Standard & Poor’s 500 Index rose 2.41%, while the Nasdaq Composite surged 6.17%. By contrast, the Dow Jones Industrial Average edged up only 0.51%.1 Back and Forth in October Stocks slipped in October as […]
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As the New Year rolls around, now is the perfect time to take stock of your current financial health and set goals for the upcoming year. Financial New Year’s resolutions are a great way to take control of your finances, build wealth, and develop healthier money habits. Here are the most common financial New Year’s […]
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