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For Individuals

Committed to You

We recognize that trusting someone with your money is a big decision – and we take that responsibility seriously. At Patriot, your best interests are our best interests. Our fee-only financial advisors do not sell any products nor earn any commissions. Wstrive to provide unbiased and independent advice. As a result, you can have the confidence that your Patriot advisor works only for you.  

We are focused on delivering quality financial education that leaves you feeling confident about your financial future. We’re with you for the long haul – if your needs change, your personalized plan will change right along with them. 

Your Patriot advisor serves as the quarterback of your financial team – coordinating the efforts of accountants, attorneys, and other professionals to ensure your financial plan helps you achieve success.

What You Want

Financial Freedom

Worrying about money isn’t anyone’s idea of a good time.

Personalized Financial Planning

Your financial plan should be as unique as you and your goals.

A Great Today and Tomorrow

There’s no need to choose. Enjoy your life now and in retirement. 

How You’ll Get It

We’re ready to set you on the path towards success with services that will make a meaningful impact on your financial life.  

We offer a wide range of wealth management services to address your unique needs and help you reach financial freedom. 

  • Financial Planning 
  • Investment Management 
  • Estate Strategies 
  • Insurance Analysis 
    • Disability Income Insurance 
    • Life & Health Insurance 
    • Long Term Care Insurance 
  • Retirement Planning 
  • Tax Saving/Reduction Strategies 
  • Philanthropic Planning 
  • Cash Flow Management 
  • Debt Management 
  • Educational Funding

Whether you need a full-service approach or a stand-alone solution, Patriot can support your unique financial needs and get you and your finances where you want to be.

Get Control of Your Finances

Are you ready to take the next step towards peace of mindfinancial freedom, and your personal brand of success? We’re ready to take that step with you.