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
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
Our team has the investment, tax and legal advisors that every retiree needs
Frequently Asked Questions
What is a fee-based fiduciary financial advisor?
A fiduciary is legally required to put your interests first. As a fee-based fiduciary firm, Patriot Asset Advisors is compensated primarily through transparent advisory fees rather than product commissions, which helps keep our advice aligned with your goals.
Who does Patriot Asset Advisors work with?
We specialize in retirees and pre-retirees in Central Ohio who want a clear, personalized plan for turning their savings into dependable retirement income.
What areas do you serve?
We are based in Pataskala, Ohio and serve clients throughout Columbus, Newark, Licking County, and the surrounding Central Ohio communities.
What credentials do your advisors hold?
Our team includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, an IRS Enrolled Agent for tax strategy, and legal counsel — with more than 55 years of combined experience.
How much does it cost to get started?
Your first conversation and our Retirement Checkup are complimentary and carry no obligation. Call (614) 944-5225 or request a meeting to begin.
What services does Patriot Asset Advisors offer?
We provide retirement income planning, investment management, portfolio protection, tax planning, Social Security strategy, 401(k) and IRA rollovers, Roth conversions, and estate and wealth-transfer guidance.