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

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

Pathway Financial Planning provides ongoing investment management and a combined wealth management service to individual and high-net-worth households, including portfolio oversight and financial planning. Services cover investment planning, monitoring of employer-sponsored plans and college-savings accounts, and client access to a CFP® advisor through phone, email, and video. The firm employs a low-cost, tax-aware, evidence-based approach, building globally diversified portfolios using mutual funds and ETFs and emphasizing long-term buy-and-hold allocations with periodic rebalancing. Clients receive a written investment policy or financial plan, discretionary management when authorized, daily monitoring for rebalancing opportunities, and online performance reporting. Noteworthy aspects include an integrated tax offering within the wealth management service—tax preparation and direct coordination with a CPA—and adherence to a fee-only, fiduciary code of ethics consistent with membership in professional organizations. The firm manages a relatively concentrated client roster with substantial assets under advisement and is led by a principal with prior mutual fund analysis experience and CFP® credentials, which is less common among similar-sized advisory practices.

To learn more about the advisors currently working at Pathway 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.