Updated November 21, 2023
Avatar

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

Let us match you with a financial advisor

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.

Let us match you with a financial advisor

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

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ