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Gregory B

CFP®, Series 65

Northville, MI

Pathway Financial Planning

Gregory Brown is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been the sole advisor at Pathway Financial Planning, LLC since 2011. Pathway Financial Planning is a fee-only, independent registered investment adviser serving individual clients, including high-net-worth households. The firm offers discretionary portfolio management and comprehensive wealth management services, emphasizing low-cost, tax-aware, evidence-based portfolio construction with a focus on strategic asset allocation across global asset classes.

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Debt management
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