A complete list of active advisors currently associated with Narrow Path Guidance, LLC

Warmer can help you find a great advisor at Narrow Path Guidance, LLC or one who fits your needs even better.

Narrow Path Guidance offers financial planning and investment consultation to individuals, high-net-worth clients, businesses, foundations, and charitable organizations. Services cover broad-based planning topics — cash flow, retirement, tax and estate planning, education funding, special-needs planning, divorce planning, and business consulting — but the firm does not provide ongoing supervision of investment accounts and reports no assets under management. The firm favors a passive, diversified investment approach that emphasizes low cost and tax efficiency, primarily recommending broad-based indexed mutual funds and ETFs and encouraging dollar-cost averaging with periodic rebalancing. Investment advice is delivered as consultation rather than discretionary portfolio management; clients are generally expected to implement trades themselves, with the firm assisting on request. Notable distinctions include an operating relationship under common control with an accounting practice and a managing member who holds CPA/PFS credentials, which results in multiple business relationships for some clients and a material outside business activity. The firm’s compensation structure includes hourly planning engagements (an atypical feature for firms in its category) and does not rely on percentage-of-assets fees, commissions, or 12b-1 trail payments.

To learn more about the advisors currently working at Narrow Path Guidance, 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.