A complete list of active advisors currently associated with Pathways Wealth Management, Inc.

Warmer can help you find a great advisor at Pathways Wealth Management, Inc. or one who fits your needs even better.

Pathways Wealth Management serves individuals and entities — including trusts, estates, business entities and qualified retirement plans — by providing discretionary and non-discretionary investment management and personalized financial planning. As of December 31, 2025 the firm reported approximately $226.4 million in discretionary assets under management and $60.6 million in non-discretionary assets, and it may recommend unaffiliated external managers for portions of client portfolios. The firm’s investment process begins with a client-specific financial planning assessment and emphasizes asset allocation and a generally long-term strategy while permitting shorter-term trades as appropriate. Pathways uses a mix of exchange-traded and registered funds, individual equities and fixed income, employs fundamental, technical, charting and cyclical analysis, and monitors accounts on an ongoing basis with at least annual formal reviews. Noteworthy aspects disclosed in the brochure include a legacy Pathways Wrap Fee Program that continues for clients who became clients while the firm was state-registered, and the firm’s advisory work with pooled vehicles such as 401(k) plans. The firm operates with a three-advisor team serving a relatively large client base (484 clients) and discloses that certain advisory personnel are licensed insurance professionals who may receive commission-based compensation for insurance sales.

To learn more about the advisors currently working at Pathways Wealth Management, 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.