Patriot Asset Advisors

Financial planner in Pataskala, OH (show on map)

3.7

★★★★☆

3 reviews

Patriot Asset Advisors offers fiduciary-focused retirement planning and wealth management solutions for Central Ohio residents.

Call (614) 944-5225

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About

Patriot Asset Advisors is a veteran-owned, Ohio-based registered investment advisor offering fiduciary financial advisory, retirement planning, wealth management, tax planning, and legal consulting services. The firm emphasizes holistic, client-centered planning with a focus on long-term financial security and lifestyle goals.

Fiduciary commitment

Veteran-owned and Ohio-based

Holistic, lifestyle-focused planning

Over 55 years of combined expertise

Services

Retirement Planning

Comprehensive retirement planning tailored to individual lifestyle goals and financial needs.

Lifestyle Blueprint approach Retirement income planning Tax optimization strategies

Investment Management

Disciplined investment strategy focused on portfolio protection and market risk mitigation.

Risk tolerance assessment Asset diversification Emergency fund planning

Tax Planning

Strategic tax planning to maximize after-tax returns and minimize liabilities.

Tax-efficient investment strategies Estate tax planning Social Security benefits optimization

Estate Planning & Wealth Transfer

Strategic planning to secure legacy and protect wealth for heirs.

Estate planning documents Probate avoidance strategies Charitable giving planning

Credentials & Certifications

Certified Financial Planner (CFP®)

Since 2023-01-01

IRS Enrolled Agent

Since 2022-06-01

Attorney at Law (Elder Law)

Since 2021-09-01

Reviews

Rating

3.7

★★★★☆

Reviews

Frequently Asked Questions

What is a fiduciary financial advisor? +

A fiduciary financial advisor is a financial expert who manages a client’s assets while acting in the client’s best interests, legally required to provide honest, loyal advice and avoid conflicts of interest.

How does Patriot Asset Advisors approach retirement planning? +

Patriot Asset Advisors uses a Lifestyle Blueprint approach, combining retirement income planning, tax optimization, and personalized strategies to ensure retirement aligns with the client’s desired lifestyle.

What are the six factors that reduce investment risk? +

The six factors are: knowing and adhering to risk tolerance, understanding investment aggressiveness, maintaining realistic time frames, diversifying assets, having an emergency fund, and planning for health care and inflation costs.

Why is tax planning important for retirement? +

Tax planning is crucial because it maximizes after-tax returns, minimizes liabilities, and ensures Social Security benefits and retirement income are optimized within the broader financial plan.