About Us
Financial Advisors for Central Ohio Individuals & Families
Patriot Asset Advisors was formed to provide greater Columbus, Ohio, residents access to a more personalized, high-touch, fiduciary-focused retirement planning experience.
We realized that Central Ohio was unserved in investment management choices. We believe holistic planning is better than many firms’ cookie-cutter, one-size-fits-all investment approach.
Our compensation is aligned with your success…as you do better, we do better. We don’t sell expensive commission products like proprietary investment funds or indexed annuities.
We get it, life is always moving and changing. Everyone has their unique way of taking in information and keeping in touch. That’s why we think it’s crucial to offer you a variety of simple ways to stay connected with us.
With over 55 years of combined experience, our fiduciary CFP® and tax planning professionals provide wealth management solutions that fit today’s complex market environment.
Our Mutual Goal Is Your Secure Financial Future
Are you confident that you are adequately prepared for 30 years of retirement?
Ask yourself these important questions:
- Do you have a structured financial plan that guides your retirement journey?
- Are your investments generating adequate amounts of income?
- Can you fund your retirement lifestyle without spending principal?
- Is your cash flow stable, reliable, and growing?
- Are you exposed to excess amounts of financial risk?
- Are you prepared for increasing healthcare costs?
- What if you or your spouse lived to be 100?
- Is your current investment strategy tax-efficient?
You’re not alone if these questions seem overwhelming.
Many retirees need clarification on these fundamental aspects of financial planning. Managing cash flow and understanding investment risks is vital for a comfortable, safe retirement.
Factors like inflation, taxes, and other forms of erosion can significantly impact your lifestyle without a clear strategy to deal with them.
Our investment approach isn’t just about the numbers, although they are extremely important; it’s about creating strategies that help you pursue your goals for your generation and the next.
You’ve worked hard to get where you are today. We’re here to help you grow and preserve your assets.
Are You Ready for 30 Years of Retirement?
Could your Golden Years last longer than your savings? Will your retirement funds sustain your desired lifestyle later in life? Take the Patriot Free Retirement Readiness Checkup – your first step toward a financially secure retirement.
