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

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

Pathway Financial Advisors, LLC serves individual and high‑net‑worth clients as well as business entities, trusts, estates and charitable organizations, offering integrated financial planning, discretionary portfolio management, retirement plan consulting, and standalone planning/consulting services. The firm reports approximately $1.65 billion in discretionary assets under management and delivers ongoing implementation support and periodic plan reviews through a team-based advisory model. The firm’s process begins with a data-gathering exercise and an initial financial plan, followed by asset allocation across equities, fixed income, mutual funds, ETFs and, when appropriate, private investment funds, with ongoing monitoring and periodic rebalancing. Pathway commonly recommends custodians such as Schwab or Fidelity, treats cash as an asset class in portfolios, uses percentage‑of‑AUM or negotiated flat fee arrangements, and has implemented an AI policy to govern limited use of AI tools in its advisory work. Pathway discloses that it may use third‑party endorsements and client testimonials in its marketing and may pay referral fees to promoters, with disclosure required at the time of any endorsement. The firm also notes that a principal is a certified public accountant and that accounting or tax services may be available to legacy clients or be recommended, a relationship the firm identifies as a potential conflict of interest.

To learn more about the advisors currently working at Pathway Financial 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.