Our goal: To build wealth for our clients with the simplest, most transparent financial planning and investing service available.
In 2011, Pathway founder Greg Brown, CFP® decided to create a new kind of service to help people build wealth and plan for their financial future; one that was simple, personal and transparent. He wanted clients to have more time to focus on their families and careers, knowing that their financial futures were in good hands.
A former analyst at Morningstar with over two decades of investing experience — he bought his first mutual fund at age 12 using proceeds from a paper route — Greg saw that many people weren’t being well served by existing investment and financial planning products.
He saw the commission structures that dominated the financial industry meant that clients didn’t always receive the highest level of focus from their financial planner or advisor.
Greg also heard from family members and friends who now had sizable portfolios but were no longer comfortable managing their own investments. They had families to take care of, college funds to build and were confused by too much conflicting information. Most lacked the time needed to research all the options necessary to make an informed decision.
Some had reached out to financial planners for help, but were often disappointed by the complexity and the time-consuming 30+ page reports they received but never understood. They complained about the lack of easy access to their own financial plans and investment details. Others were turned off by feeling like they were being “sold to” whenever they met with their advisors.
There’s a better way
With Pathway, Greg set out to create a simple and transparent financial planning service, built on proven investment strategies and personalized to each client’s needs.
We answer the question, “How should I invest my money and plan intelligently for the future?” with simple financial planning and smart investing that will help you get more from your income and assets.
As a fee only financial planner, he only acts in his client’s best interests with no hidden motivations or incentives.