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.