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.
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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.
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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
Freelancing offers unparalleled freedom and flexibility, allowing individuals to craft their careers on their terms. In 2022, Fiverr, a leading freelance marketplace, predicted that 78% of companies would rely on freelancing rather than hire staff in 2023.1 Freelancing has undoubtedly increased since 2020, when many companies and employees learned that much work can be done […]
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U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the Standard & Poor’s 500 Index rose 3.92%, and the Nasdaq Composite picked up 8.26%. By contrast, the Dow Jones Industrial Average fell 1.73%.1 Rocky Start […]
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When it comes to information-stealing scams, there’s good news and bad news. The good news is that we are getting scammed less. According to Motley Fool, there were 1.036 million reports of identity theft in 2023, down from 1.107 million in 2022 and 1.4 million in 2021.1 The bad news is that scammers are becoming […]
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