Your Retirement Specialists

Patriot is a Registered Investment Advisor

Your fiduciary partner in Central Ohio

Expert Retirement Planning for Years of Financial Security

Helping you make prudent decisions today for a more secure tomorrow.

Plan for a Comfortable Retirement

Your retirement could last 30 years or more. Let us help you plan for financial security and a fulfilling future.

Veteran-owned, Ohio-based financial professionals.

A comfortable retirement starts with a plan

Need to develop a plan?

We have a simple 4‑step process.

Build My Plan

Already have a plan?

Run a free retirement checkup.

Check My Plan
Free guide: Have I Saved Enough? A step-by-step retirement planning guide

Financial Insights & Strategy Videos

Plain-English retirement education from our fiduciary advisors — the Rule of 72, Roth vs. traditional IRAs, beating inflation, Social Security timing, and more.

Latest video 5 Smart Ways to Use Your 2025 Tax Return in 2026 Your tax return is a road map. Five smart moves — adjust your withholding, build an emergency fund, max out tax-advantaged accounts, cut expensive debt, and consider strategic Roth conversions. Watch & read the transcript

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Our team has the investment, tax and legal advisors that every retiree needs

Richard “Allen” Stocker

Richard “Allen” Stocker, USAF (R)

CERTIFIED FINANCIAL PLANNER™ Professional

Carolyn A. Peterson

Carolyn A. Peterson

IRS Enrolled Agent · Tax Strategist

Mathew W. Donald, Esq.

Mathew W. Donald, Esq., L.L.M.

U.S. Army Major (R) · Legal Consultant