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
Tax season is officially here—and a little preparation now can save you time, stress, and potential headaches later. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce the risk of costly errors. Check out the tips below and prepare to tackle this […]
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January is Financial Wellness Month, which means it’s a good time to remind people to plan and update their financial strategy. Now is a great time to connect with your Patriot advisor to discuss your financial situation and aspirations for the future. You should also assess if your financial strategy needs any adjustments based on your lifestyle. Defining Financial Wellness The first thing to […]
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U.S. Markets U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown. The Standard & Poor’s 500 Index gained 2.35%, while the Nasdaq Composite added 2.57%. The Dow Jones Industrial Average advanced 3.59%. 1 October Shutdown U.S. […]
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