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

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

Pathway Partners Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and financial planning. The six-advisor team manages roughly $79 million for about 367 clients and offers services that include model-portfolio implementation, use of third‑party money managers, and complementary financial planning as part of onboarding. The firm typically manages assets on a discretionary basis, using asset-allocation and diversification strategies informed by fundamental analysis and Modern Portfolio Theory, and implements many strategies via model portfolios and third-party managers on an integrated platform (e.g., Envestnet). Clients should be aware that accounts invested in model portfolios may not permit restrictions on specific holdings within the model, and the firm may hire or replace third‑party managers without prior client approval. Pathway Partners maintains several uncommon features for a team firm: it is a licensed insurance agency whose supervised persons may receive commission-based compensation for insurance sales, it has business affiliations including an owned business consulting affiliate, and it holds passive investments in another RIA that offers venture-capital access (clients are not offered participation in those funds). The brochure also discloses a prior regulatory matter involving a supervised person that was resolved by an acceptance, waiver, and consent, resulting in a broker-dealer suspension and monetary sanction.

To learn more about the advisors currently working at Pathway Partners Wealth 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.