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Our Commitment

At Patriot Asset Advisors, we have made a commitment to excellence in everything we do.  Our goal is to exceed our clients’ expectations at all times.

Our purpose is to help our clients improve their financial well-being through the “TED” principle, which includes transparency, education, and dedication:

Transparency

We place a priority on clarity of our client’s financial direction, holding and fees.

Education

As financial advisors, we believe educated clients make better financial decisions. Thus we take the additional time to explain our recommendation, including the potential risks and rewards.

Dedication

Focusing on our client’s goals, we deliver comprehensive asset management services designed to reduce taxes, generate income, and preserve wealth.

Expertise

When you choose our financial planning and investment management services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with past experience in addressing your particular financial needs.

Objectivity

As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations.

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