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 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

Federal Reserve
What is the Fed, and What Do They Do?

If you’ve ever turned the tv to a financial news channel, you’ve probably heard the term “the Fed.” But who, or what, exactly is the Fed? And why does it matter to you.  Here, we explain the Federal Reserve System, or the Fed, and explore how its decisions can affect your everyday life. What is […]

Read full post
2023-09-06 College Savings Pic
September Is National College Savings Month

The leaves are changing, the weather is cooling down, and football is finally back. There is always a lot happening in fall and after a pause of more than three years, interest on federal student loans resumed last Friday and, in October, more than 43 million Americans will need to start making payments again. But […]

Read full post
2023-08-22 Documents to Keep vs. Shred
What Documents Should I Keep vs. Shred?

It’s easy to throw up your hands in exasperation when it comes to filing papers and documents at home, and you’re likely tempted to shred everything to be done with it. Still, keeping good records will reduce clutter, prevent identity theft, and reduce stress. No more searching for needed paperwork! The principles of good record […]

Read full post
View All Posts