Skip to Main Content

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.

Learn More

Financial Planning

We’ll identify your priorities, develop a strategy, get you started, and help you stay on track towards your goals.

More on Financial Planning

Investment Management

Your personal success strategy is tailored to your personal goals, creating a disciplined plan that stands the test of time.

More on Investment Management

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.

Meet the Team

Contact us

"*" indicates required fields

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.

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

2025-04-14 The Psychology of an Inheritance Windfall
The Psychology Of An Inheritance Windfall

According to Federal Reserve data, American households inherit an average of $46,200.1 These inheritance windfalls can bring a complex mix of emotions, psychological challenges, and financial decisions. While the prospect of a sudden financial gain might seem like a dream, the reality often involves navigating grief, guilt, and new responsibilities. Understanding the psychological impact of […]

Read full post
2025-04-08 Q1 - Market Insights-1
Q1 2025 Newsletter

U.S. Markets Stocks fell in the first quarter as investors contended with economic uncertainty, inflationary concerns, and evolving tariff talks. The Standard & Poor’s 500 Index slid 4.59%, while the tech-heavy Nasdaq Composite dropped 10.42%. The Dow Jones Industrial Average fared best, sliding only 1.28%.1 January’s Black Swan Stocks rallied in January on upbeat business […]

Read full post
2025-04-01 What's My 2025 Tax Bracket
What’s My 2025 Tax Bracket?

Understanding your tax bracket is crucial for effective financial planning in 2025 and beyond. Tax brackets are adjusted annually due to inflation and policy changes. Here, we outline the tax brackets for 2025 and some ways to reduce your taxable income. 2025 Federal Income Tax Brackets The IRS adjusts tax brackets annually based on inflation, […]

Read full post
View All Posts
Email Us Call Us Get A Second Opinion