Patriot Asset Advisors is committed to providing trusted advice to their clients.
When it comes to the important things in life you want them done right. Investment products have become a commodity, like seed corn or copper. However, sound and tailored investment planning advice is not a commodity. When it comes to your retirement, legacy, or business succession planning you want an experienced, objective, principled business partner. Patriot Asset Advisors is that partner. We are a fee-based firm (no commissions) and a fiduciary. We succeed when you succeed.
Share your dreams for the future with us. We are trustworthy partners that will help direct you in making sound financial decisions.
Keeping your goals in mind, together we can create a financial plan that is specifically tailored to you - a plan you can understand and easily monitor.
We want you to successfully meet your future. Our experience, expertise, and personal attention will help you achieve your dreams and goals.
What We Stand For
We proudly work with many residents of Licking County, Delaware County, Franklin County and Fairfield County including Newark, Johnstown, Pataskala, Granville, Hebron, Heath, Alexandria, New Albany, Blacklick, Reynoldsburg, Pickerington and more.
In our three decades of experience, we have designed a financial planning organization around the idea of creating a trustworthy relationship that simply cannot be found at large branches of financial planning corporations. We know what you’re going through, because we’ve seen it all. That’s how we know there is no one-size-fits-all solution.
We believe the bedrock of a sound advisor-client relationship is trust. Our financial planning services are built on objectivity, transparency and accountability.
We are a little different….in a good way. We don’t sell products to earn commission; we collaborate with our clients to develop solutions designed to help them achieve their dreams. Our fee-based approach leads to unbiased professional advice.
Don’t stress if this is a new concept to you. We will help you evaluate your current investment approach and explain the advantages of working with a fiduciary firm like Patriot Asset Advisors. We have decades of experience identifying all of our clients' assets (wherever they may be) and creating tailored financial plans for those who have already ventured down the path of financial planning.
We also know that corporate structure simply cannot replace experience and relationship. We thrive by personally getting to know our customers in order to better understand their past and present circumstances, as well as their future goals. There is no cookie cutter for sound financial planning. Any large financial firm can put your money to work with a templated plan, but we truly care about creating a plan that is entirely unique to you. Your money shouldn't just be working - it should be working for you.
Learn a bit more about us in the video below.