A complete list of active advisors currently associated with Your Path FI

Warmer can help you find a great advisor at Your Path FI or one who fits your needs even better.

The firm provides wealth management and project‑based financial planning to individual and high‑net‑worth clients, combining ongoing investment management with one‑time or limited‑scope planning engagements. It operates as a fee‑only adviser and does not accept commissions for the sale of securities. The firm’s investment approach emphasizes Modern Portfolio Theory and strategic asset allocation, with a tilt toward passive implementation using mutual funds and ETFs while offering socially responsible investing options when requested. Portfolios are managed on a discretionary basis, reviewed quarterly, and the firm relies on third‑party research and an independent custodian to support investment decisions. Noteworthy aspects include a billing model built around recurring fixed fees and project or hourly planning rather than a traditional percentage‑of‑assets fee, and a recent material change noting the founder is no longer affiliated as a financial planner with an outside advisory firm (Item 2). With roughly eleven client relationships and about $27 million in assets under management, the firm’s small client base and the principal’s prior roles at multiple advisory firms suggest a focus on individualized, higher‑net‑worth engagements.

To learn more about the advisors currently working at Your Path FI, 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.