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Earl B
Series 66
Elkhart, IN
Pathway Asset & Tax Advisory
Earl Brown Orth is a financial advisor at Pathway Asset & Tax Advisory with one year of industry experience. He holds the Series 66 designation and has prior work experience in financial services and healthcare-related companies. Pathway Asset & Tax Advisory provides investment advisory services to individuals, trusts, and small pension plans, offering both discretionary and non-discretionary portfolio management as well as pension consulting. The firm combines investment management with accounting, tax advisory, and insurance services, utilizing diversified portfolios with occasional tactical adjustments.
Brock W
CFP®, Series 66
Elkhart, IN
Pathway Asset & Tax Advisory
Brock Weaver is a CFP®-certified financial advisor at Pathway Asset & Tax Advisory with 28 years of industry experience. He previously worked at Harbour Investments, Inc. for 11 years and held roles at Loucks & Weaver CPA and Loucks & Weaver Financial, Inc. for over two decades each. Outside of advising, he is involved as an independent insurance agent and holds a private equity interest in a fabricated metal and machining company. Pathway Asset & Tax Advisory serves individuals, trusts, and small pension plans, offering investment advisory, accounting, and tax services. The firm employs diversified portfolio allocations and may recommend independent managers or use long-term strategic approaches with tactical adjustments.
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