A complete list of active advisors currently associated with OptimalPath Advisors, LLC

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

The firm provides financial planning and investment management primarily to individual clients and small businesses through three defined service tiers: project-based planning, ongoing advice-only planning, and a wealth-management option that includes investment management. The brochure also discloses that basic individual income tax preparation and broader tax planning support may be provided as part of ongoing engagements. Investment decisions are guided by modern portfolio theory, asset-allocation models, fundamental analysis, and use of mutual funds and ETFs with an emphasis on passive implementation where appropriate; discretionary trading authority is limited to trading-only powers of attorney for managed accounts. The firm operates on a fee-only basis and uses a primarily flat-fee pricing model rather than percentage-of-assets, with custodial billing options available for clients who elect managed services. Noteworthy distinctions include the firm’s tax and planning capabilities supported by its principal’s CFP certification and Enrolled Agent credential and prior experience in banking and credit underwriting, which the brochure cites in describing its ability to provide business-planning and tax-related services. The firm is recently formed and reports no assets under management and a small client base as of the most recent filing, reflecting an early-stage practice combining planning, tax preparation, and an uncommon flat-fee structure for an independent adviser.

To learn more about the advisors currently working at OptimalPath Advisors, 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.