Meet Your Partners
Patriot’s commitment to service excellence and delivery
Let our team of retirement specialists guide you through your retirement needs
At Patriot Asset Advisors, we proudly serve Central Ohio with personalized, fiduciary-focused retirement planning and wealth management. Every individual and family has unique goals, and we 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 — so we steer clear of expensive commission-based products.
With over 55 years of combined expertise, including CFP® and tax planning professionals, we deliver trusted advice and flexible ways to stay connected.
MAJ (Ret.) Matthew W. Donald, Esq.
Elder Law Attorney · Estate Planning · Probate Avoidance
info@donaldlawoffice.comChief Morale Officer
Say hello to Sierra
Every great team needs a heart. Sierra greets clients, keeps spirits high around the office, and reminds us that retirement is about enjoying the things — and companions — you love most.
Let’s plan your retirement together
Schedule a no-obligation conversation with a fee-based fiduciary advisor in Central Ohio.