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Our Story

The time was June 2009. The world was experiencing recessionary times. It was hardly the environment to open a new financial planning firm. But our founder, Allen Stocker, had a dream and understood what being a visionary is all about. He thought to himself, what if there was a financial planning firm designed to provide financial advice to Main Street America, those that are neglected by the big brokerage firms? What if that firm practiced the “Golden Rule” of treating others as you would like to be treated? 

With his military background, love of our country, and passion for helping others, Patriot Asset Advisors was born. Some thought we were crazy and said that Main Street America had lost confidence and left the financial markets. Today, though, we know that that is incorrect. In fact, with Baby Boomers staring at retirement and the X & Y generations striving for their financial footing, Americans have aspirations of a better tomorrow and desire honest financial advice more than ever.

While some financial institutions recommend investment products that are crafted by their parent or affiliated business entities, we have no such ties. Our independence is vital to delivering objective, unbiased advice. Realizing that it is impossible to be all things to all people, our advisors, Allen and Jonathan, continue to build a business different from other firms. Our business model is to provide exceptional private wealth management to select individuals and business owners. Through our “Golden Rule” Principle, our business has largely grown thanks to referrals from clients, accountants, and estate planning attorneys.

After 30 years of combined experience servicing the needs of clients from Connecticut to California and Ohio to Florida, we continue to grow our reputation as a client-oriented financial planning firm. Amidst all of our success, we try to remain true to our core mission: Together, we’ve got this.

If you are yet to experience the Patriot Asset Advisors difference, we invite you to share your financial story with us today.

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