facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Dream. Plan. Achieve.



Take Control of Your Future
With Licking County's Independent Trusted Financial Advisors

let's start a conversation >

Why choose Patriot Asset Advisors for your financial planning needs?

In the financial world we have found that being unique is an advantage. We approach financial planning by focusing on you, your dreams, and your goals. We use technology and tools that you already understand.

It's never too early or too late to start.


A Holistic Approach to Financial Planning

Our holistic approach to financial planning looks at the whole you, not just your money. We can help you build wealth, of course, but there's more to it. We believe it's important to help you plan for all of life's major events: marriage, children, college, travel, and most importantly, the unexpected. Your immediate financial concerns are different than your parents’; we understand that and work with you to create an individualized plan for your needs.


Certified & Fee-Based with a Fiduciary Duty

Certified Financial Planner™ CFP® Professionals have successfully completed advanced college-level courses, extensive training, and passed a rigorous board certification exam. Not all financial planners are certified. You wouldn’t build a home without the assistance of a state licensed and certified architect. So why would you manage your financial future without a CFP® professional's advice?

At Patriot Asset Advisors you can work with a Certified Financial Planner™ CFP® Professional. CFP® professionals act as fiduciaries looking out for your interests above their own.

A fiduciary is an individual (or other) who is legally and ethically bound to work in the best interest of their client. A fiduciary must disclose any conflicts of interest, unlike most major corporate financial advisors. Such advisors receive commissions to sell investments, and their duty is to offer investments that are “suitable” for the client, but not necessarily the best investment.

Schedule time to meet