Questions?

We operate with streamlined, transparent pricing. No hidden fees, no surprise costs! You can see a full list of our services and pricing by clicking here.

We invoice quarterly and send you a simplified invoice (like this sample) that is paid from your investment accounts. The transaction is reported to you by your independent custodian, so you can verify the amount. Between our quarterly invoice and your independent account statements, you’ll be able to determine exactly how much you are spending.

Nope! We believe that our clients should be able to disengage at any point they’re unsatisfied with services or decide to go another direction with their financial management.

We have 2 service options for our clients. For our first option, Investment Management, we do not have any account minimums, or any minimums with respect to income or net worth. For our second option, Wealth Management, this offering is most appropriate for clients who have at least $1,000,000 in investable assets.

Yes, we are a Fee-only firm. That means the only compensation we receive is from our clients, as described clearly above. In contrast to brokers and traditional commission-based advisors who claim to offer something for nothing (“free advice”), we accept no (zero, zip, nada) hidden commissions or similar incentives from other influencers who may distract us from serving our clients’ best interests – and only their best interests – with dedicated, fiduciary levels of care.

Yes, Greg Brown is a full CERTIFIED FINANCIAL PLANNER™ (CFP®). Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism.

For example, CFP® professionals must pass a comprehensive, 7-hour Board exam, with an average pass rate of only 56%, and maintain 30 hours of continuing education every 2 years. Additionally, CFP® professionals must have a minimum of 3 years of experience (we currently have more than 10 years of experience serving clients at Pathway) and are required by strict ethical standards to put your interests in front of our own.

At the heart of our approach is a commitment to heeding the evidence on how to build wealth in ever-volatile markets. Insights from decades of hard-working scholars and practitioners alike shape our simple, evidence-based investment strategy. Instead of trying to manage the entire market – seeking to control random global events, forecast future market movements or pick particular stocks – investors are best served by managing the factors that are within their control.

Yes, we are a fiduciary to our clients – proudly, absolutely, and in writing. Why does this matter? As your fiduciary advisor, we have a clearly defined legal obligation to always and exclusively act in your highest interests, even ahead of our own.

This depends on which service option you choose. For our first option, Investment Management, we will meet with you virtually–over the telephone with screen-share or via Zoom video call–to go over our investment recommendations and answer any questions you may have. After that, we are available via telephone, email, and Zoom video meetings whenever you need to speak with us.

For our second option, Wealth Management, we typically meet at least annually with our clients – more frequently if your circumstances warrant.