A complete list of active advisors currently associated with Right Path Financial LLC

Warmer can help you find a great advisor at Right Path Financial LLC or one who fits your needs even better.

Right Path Financial LLC provides investment advice and financial planning primarily to individual clients, offering asset management through the Orion Portfolio Solutions (OPS) Strategist program and standalone financial planning and consulting. The firm works with clients of varying needs and does not impose an account minimum for advisory services. The firm places client assets into third‑party model portfolios maintained by OPS strategists and conducts ongoing monitoring and planning; clients enter separate agreements with both the firm and OPS and the firm maintains a non‑discretionary advisory relationship, with trade execution generally handled on the OPS platform. Right Path’s written disclosures describe multiple methods of security analysis it may use in developing client strategies, including fundamental and technical approaches. Distinctive features include an affiliated insurance practice: the firm’s principal is a licensed insurance agent who spends a portion of time offering insurance products and may receive customary commission compensation, a relationship the brochure discloses and describes procedures to mitigate. The firm also reports that the bulk of its assets under management are treated on a non‑discretionary basis—relatively uncommon among independent advisors—and the principal concurrently directs a separate financial‑planning business while managing roughly $4.77 million for about 28 client relationships.

To learn more about the advisors currently working at Right Path Financial 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.