Investment Management

We Develop Solutions Based On Your Answers to Financial Questions That Have The Greatest Impact On You

Why? Because Everyone’s Journey is Different!

At Patriot Asset Advisors, we create personalized financial portfolios that reflect your unique circumstances, needs, and values. Our thorough approach considers all these factors:

  1. Aligning investments with your ethical values, including moral, religious, political, and environmental factors.
  2. Addressing your cash flow and liquidity needs to match your lifestyle.
  3. Integrating legacy and estate plans to honor your heritage.
  4. Implementing tax-efficient distribution strategies to maximize your financial benefits.
  5. Simplifying complex Social Security regulations to maximize your benefits.
  6. Planning for healthcare and long-term care costs prepares you for a different lifestyle later in life.
  7. Balancing investment risk and reward using diversification across various asset classes.
  8. Adapting to changing market conditions to keep your investments actively engaged.
  9. Respond promptly to economic changes that impact the earnings of companies.
  10. Manage portfolio risk to secure your financial future.
  11. Offering transparent pricing and fee structures, emphasizing trust and honesty.
  12. Always keep you fully informed about what is happening in the securities markets and why.
Financial Advisory and Investment Services

We follow a Fiduciary Standard so that your financial interests are always our top priority.

Our team includes a CERTIFIED FINANCIAL PLANNER® professional. We also partner with an IRS-enrolled agent, so you receive comprehensive tax and financial planning advice. Our specialized expertise extends to estate planning and avoiding dilution due to probate. Your current and future financial well-being are our top two concerns.

Your personalized plan is designed for adaptability and resilience, guiding you toward a secure retirement and financial independence.

Are You Ready for 30 Years of Retirement?

Could your Golden Years last longer than your savings? Will your retirement funds sustain your desired lifestyle later in life? Take the Patriot Free Retirement Readiness Checkup – your first step toward a financially secure retirement.