Updated November 21, 2023
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Patriot Investment Management Group

Investment Advisor Firm
Total assets under management$1.4B
Years in business31+

About Patriot Investment Management Group

Patriot Investment Management Group, founded in 1993 by Brad Bower, is a financial advisory company based in Knoxville, Tennessee, and serving the surrounding areas. As an SEC-registered investment advisory firm, Patriot is well-positioned to meet the complex needs of individuals, corporations, foundations, and institutions.

Beyond their expertise and knowledge in wealth management and financial planning, Patriot is distinguished by its core values of integrity, objectivity, and transparency. These values guide their interactions with every client, ensuring a commitment to excellence and service.

One notable aspect of Patriot's approach is its dedication to fee-only financial advising. This means their advisors are not motivated by commissions or sales targets when providing personalized financial planning services. Instead, they focus solely on the client's best interests.

Patriot's process begins with a conversation to understand the client's vision for financial success. From there, they create a tailor-made investment and financial plan. The plan is presented clearly and straightforwardly, without complicated jargon, so clients can fully comprehend what is happening with their money. As recommendations are implemented, Patriot guides the entire process.

Recognizing that financial plans may need adjustments over time, Patriot remains flexible and open to discussing any necessary changes to ensure clients' money continues working towards their goals.

When it comes to investment strategies, Patriot believes in building broadly diversified portfolios to reduce risk. By not relying on a single industry or company, this approach provides a powerful tool for managing risk and reward effectively. Additionally, they advocate for using low-cost, tax-efficient index funds. Minimizing costs allows clients to capture more market returns and potentially grow their portfolios significantly.

Lastly, Patriot emphasizes disciplined long-term investing as the key to success. They help clients avoid common emotional pitfalls such as buying high or selling low by providing advice on strategies aligned with their financial goals. With an advisor from Patriot by their side, clients can have confidence in a disciplined investment strategy that meets their needs.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Financial Planning
  3. Investment Strategy
  4. Retirement Planning
  5. Tax Optimization

More about Patriot Investment Management Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
11215517

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Patriot Investment Management Group.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings