A complete list of active advisors currently associated with Pathway Financial Planning, Inc.

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

Pathway Financial Planning, Inc. provides fee‑based investment management and financial planning to individuals and small businesses, offering asset management (including held‑away account oversight), hourly financial planning and solicitation of third‑party money managers. The firm reports approximately $28.34 million in non‑discretionary assets under management as of December 31, 2025, with no discretionary AUM reported. The firm offers both discretionary and non‑discretionary arrangements in its disclosure, but in practice works under client‑approved, non‑discretionary authority for current assets and documents client goals with investment policy statements and quarterly reviews. Investment analysis uses a mix of fundamental, technical, cyclical and quantitative methods, and the firm describes using an order‑management system to implement tax‑efficient allocation and opportunistic rebalancing for held‑away accounts such as 401(k)s and HSAs. Noteworthy distinctions include an affiliated insurance practice whose principal sells insurance products (disclosed as a potential conflict of interest) and the firm’s role as a solicitor for third‑party managers, receiving solicitor fees—arrangements that are specifically disclosed and subject to client consent. The firm also conducts free educational seminars and workshops for the public, a service the brochure highlights alongside its conflict‑of‑interest disclosures and mitigation measures.

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