A complete list of active advisors currently associated with Patriot Investment Management Group Inc
Warmer can help you find a great advisor at Patriot Investment Management Group Inc or one who fits your needs even better.
Patriot Investment Management Group, Inc. is a multi‑team advisory firm managing roughly $1.9 billion with a 12‑advisor staff and serves a mix of individual clients (including high‑net‑worth households), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non‑discretionary portfolio management, modular and comprehensive financial planning (including an ongoing monthly subscription option), pension consulting, and selection/monitoring of third‑party asset managers. Patriot tailors portfolios using fundamental and cyclical analysis, monitors accounts on an ongoing basis with periodic rebalancing, and may recommend or oversee third‑party managers while reviewing their performance against client objectives. The firm also offers discretionary oversight of certain held‑away retirement accounts via an unaffiliated web‑based platform and integrates that oversight with its financial planning and plan consulting services. Distinctive operational features include that some of the firm’s advisory personnel also provide accounting services as an outside business activity; those accounting services and any related compensation are separate from Patriot’s advisory fees. The firm also documents participant education and plan‑level consulting as part of its pension services and operates with a custodian‑focused model, commonly recommending Charles Schwab while retaining the ability to use and monitor other managers and platforms.
To learn more about the advisors currently working at Patriot Investment Management Group Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Patriot Investment Management Group Inc's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")