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.
More on Investment ManagementWhy 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
AI has become increasingly popular in recent years, and with the advent of ChatGPT, it seems like it can do almost anything! But, can AI help you plan your retirement? The answer is that while AI can be a powerful tool for research, education, and analysis, it doesn’t replace the value of a human financial professional who understands your unique […]
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On July 4, 2025, the One Big Beautiful Bill Act was signed into law. This sweeping piece of domestic legislation extends, revises, and in some cases permanently establishes a wide range of tax rules affecting individuals, families, and businesses. Some provisions took effect immediately, and many are set to expire in future years.1 Because this law introduced new concepts and […]
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An orchestra is simply a collection of instruments, each producing its own unique sound. It is only when a conductor brings them together that they create the beautiful music envisioned by the composer. The same can be said about your retirement strategy. A well-designed retirement plan is often built on three primary savings vehicles: employer-sponsored […]
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