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A Holistic Approach to Planning

Life happens fast. We guide you through the many milestones of life and serve as your trusted financial guide and lifelong source of support.

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Private Wealth Management for Select Individuals

Welcome to Patriot Asset Advisors, a Central Ohio independent wealth management and retirement planning firm. Operated by Allen Stocker, CFP® and Jonathan Taylor on old-fashioned values, the entire Patriot team is committed to providing our clients with sound investment advice and uncompromising service.

We consider it an honor and a privilege to help our clients work toward achieving a “worry free” retirement. We utilize numerous investment products and strategies to help reduce taxes, generate income and preserve wealth with the goal of protecting our clients’ lifestyles for a lifetime.

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Generation X Planners

Whether you are a young family, an executive, or anyone looking for guidance with your financial plan, we can help. We take the stress out of planning for your financial future.

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Baby Boomers

You’ve worked hard throughout your career, so isn’t it time that your assets work hard in return? We can help you grow, protect, and preserve your wealth during your retirement years.

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Life Events

Going through the trials of life, such as a divorce, job change, or loss of a loved one, can be an emotionally heightened time. During these transitions, working with a professional you can count on is crucial.

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Business Owners

As a business owner, you face a multitude of decisions every day. Let us help clarify your finances so you can focus more on running your business.

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