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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

2024-10-15 Social Security Cost of Living Adjustment
Social Security Cost Of Living Adjustment Throughout The Years

Social Security is a cornerstone of financial security for millions of Americans. One of the essential features of Social Security benefits is the annual Cost of Living Adjustment (COLA), which ensures that the purchasing power of benefits keeps up with inflation. Let’s look at how COLA has evolved over the years. The Origins of Social […]

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2024 Q3 Market Insights

U.S. Markets Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter. The Dow Jones Industrial Average, which dipped in Q2, picked up 8.21% for the third quarter. The S&P 500 Index rose 5.53% while the tech-heavy Nasdaq Composite gained 2.57% as investors rotated away from […]

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2024-09-30 Oct is FP Month Pic
October Is Financial Planning Month

As the holiday season draws near, most people are thinking about their finances over the next few months and budgeting for how they can celebrate the most wonderful time of the year. Which is perfect timing because October is National Financial Planning Month! Let’s use this month to celebrate the importance of proper financial planning […]

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