Money shouldn’t feel complicated.
At Pathway Financial, we believe in creating a delightful, simplified experience for our clients.
Our goal is to simplify and take the guesswork out of managing your money. There are a few key elements to our process that make building—and sticking to—your financial plan easier than it’s ever been.
Technology and Access
From creating a spending plan, to organizing your investment portfolio, we have invested in the best technology to create a fully integrated experience for our clients.
You’ll be able to easily access every element of your financial plan and investment portfolio, making it simple to track your progress and see your entire financial picture in one place—on any device.
Transparency and Trust
At the end of the day, we’re here to help you achieve your goals and dreams in life. Our pricing reflects that. We’re a Fee-Only, fiduciary financial planning firm. That means the price we charge you is the only payment we receive.
Our interest is fully aligned with yours, and we don’t receive any commissions or compensation for selling financial products or making certain recommendations.
Relationship and Coach
How many times have you started to get your financial world organized, only to fall off the bandwagon? It’s easy to get sidetracked when you have real-life to deal with on top of your money management—and no one holding you accountable.
Through our ongoing relationship, we act as your accountability partner, wealth coach, professional organizer, financial planner, investment advisor, and sounding board. We’re here to help you build your financial plan, then help you stick with that plan—or adjust as needed.
Greg Brown, CFP®
Pathway Financial, Founder
Research and Experience
Our investment philosophy is rooted in science and academic research. We don’t focus on chasing returns and aren’t interested in “trendy” investment tactics.
Founder, Greg Brown, CFP®, has over three decades of investment experience, and spent four years at Chicago-based investment firm, Morningstar, researching and writing about investments—including mutual funds, ETFs and 529 College Savings Plans. Few advisors have that kind of knowledge and depth of experience, so we know what works—and what doesn’t—in investing.