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
As the baby boomer generation moves into retirement, society is undergoing a significant transformation. Termed the “Silver Tsunami,” this demographic shift has far-reaching implications for both retirees and the economy as a whole.1 In this blog post, we delve into the latest retirement statistics for the baby boomer generation, exploring the trends, challenges, and opportunities […]
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U.S. Markets Stocks posted solid gains in the first quarter as enthusiasm about artificial intelligence, signs of a soft landing, and dovish talk from the Fed buoyed investor confidence. For the quarter, the Dow Jones Industrial Average rose 5.62%, the Standard & Poor’s 500 Index gained 10.16%, and the Nasdaq Composite picked up 9.11%.1 Rocky […]
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Successfully saving for short-term and long-term goals is an important part of any financial strategy. Since 2007, every April, we have celebrated America Saves Week, which is dedicated to helping people save. Let’s learn more about what America Saves Week is and its themes for this year. We’ll also share tips and tricks to help […]
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