Simplify your money.
Enrich your life.
Fiduciary financial planning for people who want to spend more time on the things that matter most.
We guide you so that your money aligns with your goals and dreams.
Working with a financial advisor can help you grow your wealth by up to 3% more each year. 1
DIY-ing gets the job done. Working with a CFP® Professional can help accelerate your wealth, all while simplifying your financial life.
The hypothetical chart assumes an initial investment of $100,000 over 30 years with annualized returns of 5% for a DIY (“Do it yourself”) investor, and 8% annualized returns when working with a CFP® Professional.
1Source: Vanguard, Putting a value on your value, February 2019.
Working with a financial advisor can help you grow your wealth by up to 3% more each year. 1
DIY-ing gets the job done. Working with a CFP® Professional can help accelerate your wealth, all while simplifying your financial life.
The hypothetical chart assumes an initial investment of $100,000 over 30 years with annualized returns of 5% for a DIY (“Do it yourself”) investor, and 8% annualized returns when working with a CFP® Professional.
1Source: Vanguard, Putting a value on your value, February 2019.
Why Pathway Financial
Transparent Pricing
We are a Fee-Only financial planning firm and don’t work on commissions. That means we only work for you and will never sell you any products. There are no hidden fees.
Evidence-Based
Investing
We believe in data and evidence. Our investment strategy is built on time-tested investment principles and academic evidence.
Fiduciary Service
We chose to be legally held to fiduciary standard. Your interests always come first.
Digitally-Focused
Experience
You deserve a delightful experience with your money. That’s why we’ve invested in the right technology to get you set up quickly and access your wealth from any device.
We make your money as simple as one, two, three...
Our 3-Step Process
Get To Know You
Your custom financial plan is tailored to your life and goals. We take the time to get to know you personally to build a strategy that truly meets your expectations.
Plan Development
We’ll develop a unique-to-you plan that streamlines your finances and your portfolio. Using our time-tested investment philosophy, you can rest assured that your strategy is rooted in academic research.
Simplified Finances
You deserve to live your life free from financial worry. Our simplified financial plan will help you to stay on top of your money without fear, so that you can get back to the things that are most important to you.
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The Coronavirus has infected our life in many deeply personal ways. Our lives are disrupted by quarantine, a stay-in-place order, and more people are getting sick. The stock market has been incredibly volatile.