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
We’ve all heard the recommendation that when it comes to retirement savings, the earlier you start, the better because of the power of compound interest. What if you’re in your 40s, 50s, or even 60s and haven’t started saving for retirement yet? Is it too late to start a retirement fund? The short answer is […]
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November is National Family Caregiver Month, an opportunity to honor the physical, mental and emotional effort caregivers put into their role every day. When looking after a loved one, it’s important to understand the financial challenges this life milestone can create. Whether by choice or necessity, many caregivers may find themselves retiring early. If you’re […]
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In today’s digitally connected world, cybersecurity breaches are an ever-present threat. Whether you’re an individual, a small business owner, or part of a large corporation, the impact of a breach can be devastating. Knowing what to do if you become a victim of a cybersecurity breach can help mitigate damage and secure your digital environment. […]
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