A complete list of active advisors currently associated with BrightPath Financial, Inc.

Warmer can help you find a great advisor at BrightPath Financial, Inc. or one who fits your needs even better.

BrightPath Financial, Inc. provides comprehensive financial planning and investment management primarily for individuals and families, with a notable portion of its client base comprised of business executives, professionals, and retirees. Services include integrated retirement, tax, estate, insurance and employee-benefit planning, investment advice, and occasional in-house tax return preparation. The firm primarily operates on a non-discretionary basis, delivering recommendations that require client approval and typically meeting one to three times per year to review plans and execute client-directed transactions. Its investment approach is tax-aware and evidence-informed, favoring passive strategies for many asset classes while employing selective active allocations in areas such as fixed income, small-cap, emerging markets, real estate and alternatives. As a solo, fee-only practice, BrightPath is led by a principal with advanced credentials in accounting, investment analysis, and financial planning, and brings extensive experience in accounting and business transactions to client engagements. Compared with many independent peers, the firm is distinctive for managing the majority of client assets non-discretionarily and for bundling tax preparation and broad financial-planning services alongside portfolio advice.

To learn more about the advisors currently working at BrightPath Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.