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 guide you so that your money aligns with your goals and dreams.
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.
We make your money as simple as one, two, three...
Our 3-Step Process
Step 1
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.
Step 2
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.
Step 3
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.
