Business Details
Your Trusted Partner for Retirement Planning Solutions
Patriot Asset Advisors was founded to provide residents with a personalized, high-touch retirement planning experience grounded in fiduciary responsibility. Our team of certified financial planners and tax professionals brings over 55 years of combined expertise to deliver wealth management solutions tailored to today's complex market environment. We specialize in holistic financial planning that adapts to individual life changes, prioritizing clients' best interests through prudent investment strategies, tax optimization, and estate planning. Our compensation model aligns with client success, avoiding commission-based products to focus on strategies that work for each client's unique goals. We serve Central Ohio, offering portfolio protection, risk management, and education to help clients navigate financial challenges with confidence.Our fiduciary process begins with defining retirement goals, assessing assets, and developing sustainable cash flow while addressing healthcare costs and probate avoidance. We emphasize transparency, integrity, and long-term relationships, ensuring clients receive honest advice and practical solutions. Our team includes veterans and specialists in legal, tax, and investment fields, providing comprehensive support for retirement security. We produce educational content, including videos and special reports, to empower informed financial decisions. With offices in Pataskala, Ohio, we combine local knowledge with national standards of excellence to help clients achieve financial security lasting decades.
Services
Retirement Planning
Portfolio Protection
Tax Strategy
Estate Planning
Financial Education
Highlights and features
- Over 55 years of combined experience in fiduciary financial planning
- Personalized retirement strategies tailored to individual life changes
- Holistic approach integrating investment, tax, and legal expertise
- Transparent compensation model with no commission-based products
- Specialized services for healthcare cost planning and probate avoidance
Associations and certifications
- Registered Investment Advisor
Services
Retirement Planning
Our retirement planning service creates customized strategies to ensure financial security during retirement. We assess your assets, define goals, and develop sustainable cash flow plans. With expertise in tax optimization and estate planning, we help clients navigate healthcare costs and probate avoidance while maintaining portfolio protection through diversified investments.
Portfolio Protection
Portfolio protection focuses on reducing investment risk through diversified asset allocation. We analyze risk tolerance, market trends, and time horizons to create balanced portfolios. Our strategies address emergency fund requirements and inflation protection while maintaining compliance with fiduciary standards for long-term wealth preservation.
Tax Strategy
Our tax strategy service optimizes financial outcomes through legal tax reduction methods. Certified professionals develop customized approaches for income tax, estate tax, and investment tax considerations. We integrate tax planning with retirement strategies to maximize asset growth while maintaining compliance with evolving tax regulations and client financial goals.
Estate Planning
Estate planning services ensure smooth asset transfer while minimizing probate challenges. We develop comprehensive plans addressing wills, trusts, and legal documentation. Our approach combines tax optimization with legal expertise to protect client assets and implement their legacy intentions effectively and efficiently.
Financial Education
Financial education programs empower clients through market insights and investment knowledge. We provide special reports on inflation, ESG impacts, and market trends alongside educational videos covering financial principles. Our resources help clients make informed decisions about retirement planning, portfolio management, and long-term wealth strategies.
People
Allen Stocker
Managing Partner
Certified Financial Planner professional with extensive private wealth management experience. A USAF veteran committed to fiduciary excellence in retirement planning solutions for Central Ohio residents.
Carolyn Peterson
Tax Strategist
IRS Enrolled Agent specializing in tax planning strategies. Provides expert guidance on retirement tax optimization and complex tax issues affecting long-term financial security.
Mathew W Donald
Legal Consultant
US Army Major (Retired) and Elder Law Attorney with expertise in estate planning and probate avoidance strategies. Offers legal insights for comprehensive retirement planning solutions.
Jonathan Taylor
Investment Advisor
Investment Advisor Representative and Chief Compliance Officer. Ensures regulatory compliance while delivering personalized investment solutions aligned with client retirement goals and risk tolerance levels.
Michael Allman
Investment Advisor
Experienced Investment Advisor Representative providing portfolio management services. Focuses on diversified investment strategies that align with individual retirement timelines and financial objectives.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including portfolio protection, tax strategy, estate planning, and financial education tailored to individual needs and goals.
Are you legally required to act in my best interest?
Yes, as a Registered Investment Advisor, we are fiduciaries legally obligated to prioritize your financial interests in all advisory decisions and recommendations.
How do you charge for your services?
Our transparent compensation model avoids commission-based products, focusing on strategies that align with your long-term financial success and retirement goals.
What areas do you serve?
We primarily serve Central Ohio residents from our Pataskala office, providing personalized financial advisory services to local communities.
Do you offer educational resources?
Yes, we provide financial education through special reports, market insights, and educational videos covering retirement planning, investment strategies, and tax optimization techniques.
How do you handle estate planning?
Our estate planning service combines legal expertise with financial strategy to create probate avoidance plans that protect assets and implement your legacy intentions effectively.
Videos
Reviews (2)
Lisa Burns
Jan 31, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
I know both individuals and aside from their intelligence they both offer a friendly smile, open ears, reasonable rates, flexible hours, and individual time and assistance for each client as needed or requested.
I know both individuals and aside from their intelligence they both offer a friendly smile, open ears, reasonable rates, flexible hours, and individual time and assistance for each client as needed or requested.
Marcus Burton
Jan 12, 2021
Report
Called about investing some money I aquierred through a settlement, left a voice-mail never received a response.
