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Your Financial Planning Solution for Life

Get a second opinion on your finances from Patriot Investment Management!

Learn More About Our Financial Planning Solutions

Is your portfolio performing as well as it could? Or has it suffered a hit from the COVID pandemic?

Get a second opinion from our investment advisors!

Why Patriot Investment Management

Our goal is simple: to help you achieve your vision of financial success. Our expert financial advisors have been proudly offering unbiased, independent financial advice to the Knoxville and surrounding community since 1993. We work with you to help create a financial plan that brings you peace of mind through a comprehensive investment management strategy.   

Patriot Investment Management is:
Locally-Owned • Veteran-Owned • A Fee-Only Fiduciary

Financial Planning 

Our planning process will help you organize your financial life, identify your priorities and goals, develop and implement a comprehensive strategy, and help you stay on track.   

We provide comprehensive financial planning and wealth management services, including: 

  • Investment Management 
  • Insurance Analysis 
  • Tax Planning 
  • Education & Retirement Planning 
  • Estate Planning 

Investment Management  

Each investment management strategy that we create will be tailored to your personal goals and financial situation. 

A broadly diversified portfolio of index funds is key — it reduces risk by not relying on a single industry or company. It is a powerful tool for successfully managing risk and reward. 

By working with our advisors, you will have a disciplined investment strategy to meet your needs.