Patriot Asset Advisors

At Patriot Asset Advisors, we believe that everyone deserves a secure and fulfilling retirement. As a veteran-owned business based in Columbus, Ohio, our team of experienced financial professionals is dedicated to helping individuals and families in our community plan for their financial future.

Our Mission

Our mission is to provide personalized investment management, retirement planning, and insurance planning services that are tailored to meet the unique needs and goals of each of our clients. We take pride in being fiduciaries, which means that we are legally bound to put our clients' interests ahead of our own. Our goal is to help our clients achieve financial freedom and peace of mind, so they can enjoy the retirement they deserve.

What We Do

We offer a comprehensive range of financial services, including investment management, retirement planning, and insurance planning. Our investment management services are designed to help our clients grow and preserve their wealth over time, while our retirement planning services focus on creating personalized strategies that ensure a secure and sustainable income stream in retirement. Our insurance planning services help our clients protect their assets and loved ones from unexpected events and risks.

Why Choose Patriot?

At Patriot Asset Advisors, we are committed to providing exceptional service and guidance to our clients. We believe that every client deserves a personalized approach that takes into account their unique financial situation, goals, and objectives. Our team of experienced financial professionals has the expertise and resources to help our clients navigate the complexities of the financial markets and make informed decisions about their financial future.

Who We Serve

We work with individuals and families who are approaching retirement or are already retired, and who have accumulated $400,000 or more of investable assets. Our clients are typically looking for a personalized approach to financial planning and investment management, and are seeking guidance on how to create a sustainable income stream in retirement.

Resources

We believe that education and knowledge are key to making informed financial decisions. That's why we offer a range of resources, including videos, blog posts, special reports, and podcasts, that provide insights and guidance on various financial topics. Our resources are designed to help our clients stay informed and up-to-date on the latest financial trends and strategies.