Meet Patriot Asset Advisors

Patriot Asset Advisors is a veteran-owned, fee-based fiduciary firm built to give Central Ohio families access to a more personalized, high-touch retirement planning experience. In this short introduction, you’ll meet the team and hear what sets a fiduciary, plan-first approach apart from the commission-driven advice many investors are used to.

With more than 55 years of combined experience, our CFP® and tax planning professionals build wealth management strategies designed for today’s complex market environment — always with your best interests first.

Video transcript

There are several different designations in the financial planning industry. Most advisers go through a two- to six-week course on products and regulatory matters. The CFP® designation is different — it requires a bachelor’s degree and an 18-month advanced education program revolving around retirement planning, insurance, taxes, and estate planning, followed by a six-hour final exam. CFP® designees are held to the highest ethical standards in the industry. As a commitment to excellence here at Patriot, we’ve developed a strategic partnership with the Peterson companies for advanced tax planning.

Carolyn Peterson, Enrolled Agent, Peterson Companies: I’m Carolyn Peterson, an enrolled agent from the Peterson companies and a strategic partner with Patriot Asset Advisors. An enrolled agent is one of America’s tax experts — the only tax professionals who are federally licensed to represent clients before the Internal Revenue Service. We’re also required to complete a certain amount of continuing education: 72 hours every three years. It’s important that any tax professional you choose keeps up on the rules and regulations so they can do the best job possible for you. And that’s what makes Patriot Asset Advisors different from other financial advisors.

Allen Stocker, CFP®: I feel the main concern is cash flow, and I generally ask two questions: Do you have a plan for cash flow in retirement? And will it last a lifetime? These are simple questions that most people feel have complicated answers. Retirement should be relaxing, not stressful — and we’re here to help. We are retirement specialists. We offer a free Retirement Readiness Checkup that shows whether you’re on track to achieve your retirement dream. Let us help you understand where you are today and what, if any, changes will be needed for a comfortable tomorrow. Call us at (614) 944-5225 or visit patadvisors.com and see why our motto is dream, plan, achieve.