Get to Know Patriot Asset Advisors

Go a level deeper on how Patriot Asset Advisors works with clients. This video walks through the fee-based fiduciary model, our plan-first process, and the tax-aware, income-focused strategies our CFP® and tax professionals use to help pre-retirees and retirees turn savings into dependable retirement income.

As a veteran-owned firm serving Central Ohio families, we combine more than 55 years of experience across financial planning, tax, and portfolio protection — all under a fiduciary standard that puts your interests first.

Video transcript

Allen Stocker, CFP®: Welcome to Patriot Asset Advisors. My name is Allen Stocker, and I’m a CERTIFIED FINANCIAL PLANNER™ here in Pataskala, Ohio. Our firm was founded 10 years ago. We currently have three advisers on staff and over 50 years of combined experience working for a variety of different investment institutions. As a certified financial planner, I take a holistic approach — there’s quite a bit more to investing than just retirement planning. Any number of different situations can put people in the position where they have money and really don’t know what to do with it. We work with them to minimize their tax situation and help them find investment alternatives that can maximize their returns with the least amount of risk.

Jonathon Taylor, Chief Compliance Officer & Investment Adviser Representative: I’m Jonathon Taylor, chief compliance officer and investment adviser representative at Patriot Asset Advisors, and I have a bit of a different idea about investing. Yes, it’s all about asset allocation and return on investment — time-weighted rate of return — but I also think it’s about time. Most people invest for freedom: choices with their time. That, I think, is what we offer here at Patriot Asset Advisors. It’s deeper than just talking about numbers — how much money you have to invest. We want to know your goals, of course, and your time frames, but we also need to know about you. So when we talk about dream, plan, and achieve, it’s a real plan. Give us a call or go to the website — we’d love to hear from you, and we’ll see if it’s a good fit.