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

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

Pathways Financial Planning is a fee-only advisory firm that provides comprehensive financial planning to individuals and high-net-worth clients, covering areas such as retirement planning, estate and tax planning, business planning, cash-flow and debt management, and divorce financial planning. The firm offers both ongoing comprehensive planning engagements and limited-scope hourly or divorce-planning engagements, delivering written plans and tailored recommendations to clients. The firm’s practice emphasizes planning and recommendations rather than discretionary investment management or custody of client assets; it does not manage client portfolios or accept custody and therefore does not place trades on clients’ behalf. Fees are charged on a recurring fixed-fee or hourly basis rather than as a percentage of assets under management, and investment guidance typically relies on asset allocation principles (including modern portfolio theory), passive funds, and optional socially responsible/ESG-oriented strategies. Noteworthy features include the planner’s professional credentials in financial planning and divorce financial analysis and a focused offering of divorce-related financial services and business-owner planning, which are emphasized alongside broader planning work. The firm operates with a small, boutique client base and requires clients to implement recommendations with their chosen custodians, a model that differs from many peers that provide discretionary portfolio management and AUM-based billing.

To learn more about the advisors currently working at Pathways 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.