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

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

Your Path Financial LLC provides discretionary portfolio management, pension consulting, and advisor-led investment guidance to high‑net‑worth individuals, pension and profit‑sharing plans, and business clients. The SEC‑registered firm reports two advisors who manage roughly $2.45 million in client assets across three reported client accounts. The firm tailors investment advice to each client's objectives and generally operates with discretionary authority, relying heavily on model portfolios and third‑party money managers (TPMMs) whose strategies it selects and monitors. It offers exposure to a broad range of investments—equities, fixed income, mutual funds, ETFs, REITs, structured products, and variable annuities—and notes that tax efficiency is not a primary focus unless agreed in writing. Distinctive aspects include the firm’s concentrated scale—very few clients and modest AUM relative to many supported peers—and its routine use of TPMMs and the Charles Schwab institutional platform for custody and trade execution. The advisory team also conducts insurance sales as licensed agents and operates an affiliated education service, arrangements that the brochure discloses as potential conflicts of interest tied to commissions and referral compensation.

To learn more about the advisors currently working at Your 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.