Independent, Tax-Focused Financial Planning You Can Trust

When you’re looking for financial planning and investment management help, you need to choose your financial advisor carefully.  But most people don’t realize just how critical that choice can be.

Not all financial advisory firms are structured alike.  In fact, some firms incentivize their advisors to recommend products that make the firm more money.  There’s a name for this practice: conflicted advice.

The $17 Billion Threat to your Financial Future

You’d think this was rare, but unfortunately, that’s not the case.  A White House Task Force estimated that conflicted advice costs Americans over $17 billion….every year.

Minimize Conflicts with Fee-Based, Independent Advice

Conflicts of interest can cost you far more in the long run if you’re pushed into products that aren’t right for you.  Or your advisor may spend more time selling than making sure your assets and risk are managed appropriately.

So how do you avoid this?

Patriot is proud to be an independent, fee-based, fiduciary financial advisor, so you can be confident that you’re getting advice you can trust.

Quick Facts

Yes! We serve as your legal fiduciary (meaning we put your interests first.)

Yes! Your money is held with well-known, independent custodian banks that are in the business of safeguarding investor money.

Yes! You’ll only work with experienced specialists, each with over two decades of experience helping people like you achieve their goals.

As a completely independent firm, we work only for you…not for public shareholders or a central office.

Yes!  We offer a $549 financial plan so you can get a written plan (and second opinion) without any strings attached.  There’s no long term obligation, either—all work with us is month to month.

Yes! You’ll only work with experienced specialists, each with over two decades of experience helping people like you achieve their goals.