A complete list of active advisors currently associated with BrightPath Wealth Planning, LLC

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

BrightPath Wealth Planning, LLC serves individuals (including high-net-worth clients), trusts, estates, businesses, charitable organizations, and retirement plans, providing discretionary wealth management, portfolio management, and both project-based and ongoing financial planning. The firm also offers retirement-plan advisory services in both ERISA 3(21) advisory and 3(38) discretionary roles and may implement portions of portfolios through unaffiliated independent managers. BPWP’s investment approach is long-term and grounded in Modern Portfolio Theory, with portfolios built largely from low-cost, passive mutual funds and ETFs complemented as needed by individual stocks, bonds, and alternative investments; the firm emphasizes strategic asset allocation, periodic rebalancing, and risk-based portfolio construction. BPWP outsources fixed-income management and back-office modeling at times (notably engaging Buckingham Strategic Partners) and provides continuous monitoring and periodic client reviews. A distinguishing feature in BPWP’s brochure is its use of borrowing secured by client assets: the firm may introduce clients to non-purpose lines of credit such as the Schwab Bank Pledged Asset Line and continues to manage collateralized assets while charging advisory fees, a practice the disclosure notes as a potential conflict and describes with associated risks (e.g., reductions in available credit, margin-driven liquidations, tax considerations). The firm is a single-advisor practice managing over $200 million in client assets and maintains institutional relationships (Schwab, Fidelity via Buckingham, DFA software) that support trade execution, access to certain investments, and operational support.

To learn more about the advisors currently working at BrightPath Wealth Planning, LLC, 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.