Let our team of retirement specialists guide you through your retirement needs.

At Patriot Asset Advisors, we proudly serve Central Ohio by offering personalized, fiduciary-focused retirement planning and wealth management solutions. Our team understands that every individual and family has unique financial goals, and we’re here to provide a tailored, high-touch experience.


Unlike cookie-cutter approaches, we believe in holistic financial planning that adapts to your life’s changing needs. Our compensation model aligns with your success—when you thrive, so do we. We steer clear of expensive commission-based products, focusing instead on strategies that truly work for you.


With over 55 years of combined expertise, including CFP® and tax planning professionals, we deliver trusted advice and flexible ways to stay connected, helping you navigate today’s complex financial landscape with confidence.

Allen Stocker, CFP®
Allen Stocker, CFP®
Managing Partner
Private Wealth Officer
Jonathan Taylor
Jonathan Taylor
Investment Advisor Representative
Chief Compliance Officer
Administrative Assistant
Julia King
Administrative Assistant
Office Manager
Carolyn Peterson
Carolyn Peterson
IRS Enrolled Agent
The Peterson Companies
Mathew W Donald Esq.
MAJ(R)
Matthew W. Donald, Esq.
Elder Law Attorney
Estate Planning
Probate Avoidance