A complete list of active advisors currently associated with Future Path Financial Planning

Warmer can help you find a great advisor at Future Path Financial Planning or one who fits your needs even better.

Future Path Financial Planning, a d/b/a of Legacy Growth Wealth Management LLC, serves individuals and high‑net‑worth clients with investment management, one‑time financial plans (the Clarity Sprint), an optional ongoing planning subscription (the Future Path Partnership), and specialized real estate transition and Section 1031 exchange planning. The firm operates as a fee‑only, single‑advisor practice and uses third‑party relationships where appropriate, including a non‑discretionary sub‑adviser for DST and UPREIT investments. The firm’s investment process emphasizes asset allocation and a blend of passive and active strategies informed by Modern Portfolio Theory, with discretionary trading authority on managed accounts and the ability for clients to impose written investment restrictions. Financial planning is delivered through a structured, multi‑meeting Clarity Sprint and ongoing Partnership service that provides periodic planning meetings, tax‑aware implementation guidance, and year‑round decision support. Distinctive features noted in the brochure include a legacy wrap fee program that was closed to new clients on 6/1/2026 and scheduled for discontinuation by 12/31/2026, and a Real Estate Transition service that engages a sub‑adviser and collects planning fees at exchange closings. The firm’s materials also disclose predecessor and hypothetical performance and document a recent change in the founder’s insurance licensing status (no longer a licensed insurance agent), details that are less common among independent advisers of this size.

To learn more about the advisors currently working at Future Path Financial Planning, 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.

Name	Location	Years of experience
Joshua Scannell	Niceville, FL	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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