Patriot Investment Management
About This Business
Patriot Investment Management is a professional wealth management and financial planning services firm that has been serving individuals, corporations, foundations, and institutions since its founding in 1993 by Brad Bower. With a strong commitment to integrity, objectivity, and transparency, the company provides unbiased, independent advice to help clients achieve their personal financial success. Patriot's team of fee-only financial advisors works closely with clients to develop tailored strategies that meet their unique needs and goals, without being motivated by commissions. The firm's approach is centered around creating a disciplined plan that stands the test of time, bringing clients peace of mind and helping them achieve financial freedom. Patriot Investment Management is an SEC Registered Investment Advisory Firm, uniquely positioned to meet the complex needs of its clients with its depth of knowledge and dedication to excellence. The company's mission is to serve clients with personalized financial planning, helping them navigate the complexities of money management and achieve their long-term goals. With a strong focus on financial literacy, Patriot aims to empower its clients with the knowledge and skills necessary to make informed decisions about their financial lives. Whether it's planning for retirement, saving for a vacation, or simply managing day-to-day finances, Patriot Investment Management is dedicated to providing expert guidance and support every step of the way. By taking a holistic approach to financial planning, the company helps clients clarify their goals, develop a strategy, and stay on track towards achieving their vision of success. With its headquarters in Knoxville, Tennessee, Patriot Investment Management is well-positioned to serve clients in the surrounding areas, providing a unique blend of local expertise and national reach. Through its commitment to excellence, integrity, and transparency, Patriot Investment Management has established itself as a trusted partner for individuals and organizations seeking professional wealth management and financial planning services.
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Customer Reviews
1 total reviews
Rachel Chen
June 06, 2025Mismanaged Expectations and Lack of Personal Touch
I'm extremely disappointed with the service I received from Patriot Investment Management. As a fee-only financial advisory firm, I expected unbiased and independent advice, but what I got was a cookie-cutter approach that seemed to prioritize their own interests over mine. The team, while knowledgeable, seemed more focused on selling me on their investment strategies than truly understanding my unique needs and goals. I felt like just another number, not a valued client. The lack of transparency in their communication was also alarming - I had to constantly ask for updates and clarification on my portfolio. For a firm that prides itself on integrity and transparency, I expected much better. The peace of mind they promise? I'm still waiting. Perhaps it's time for them to reevaluate their approach and focus on building genuine relationships with their clients. Until then, I'd caution others to think twice before entrusting them with their financial futures.
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Based on 1 reviews
Company Information
Address
9721 Cogdill Road, Suite 101, Knoxville, TN 37932