Our Approach is Smart, Effective, and Simple
A transparent experience for you — powered by sophisticated strategies and tools.
The Pathway experience
Communication is a big deal to us, whether it’s about financial planning, investment details or our fees. Our clients hear from us frequently; via email, e-newslettters, blog articles, social media, annual check-in meetings, as-needed meetings, and any time you need to talk.
Fee-only with the highest Fiduciary Standard.
We don’t accept commissions from anyone and we won’t sell you any products. Our goal is to create long-term relationships built on trust and smart strategies that help you achieve your ultimate life goals. Our fees are simple – nothing hidden and no surprises. We chose to be legally held to fiduciary standard. Your interests always come first.
Real-time financial planning, personalized.
Pathway is personal.
We get to know you, your family, your concerns, fears, goals and dreams before we start your personalized financial plan. We then work with you one-on-one through the financial planning process — live, using our interactive software, on a large flat-screen, so you can instantly see changes and explore “what if” scenarios.
We answer your big financial questions:
- When can I retire?
- Am I saving enough for retirement and my kid’s college education?
- Is my investment portfolio appropriate for my financial goals?
Smart investing built for you.
Build your wealth with the brightest minds in finance.
We believe in data and evidence, not gut feelings and hot trends. Our investment strategy is built on empirically-tested concepts, hard facts and academic evidence taken from decades of hard-working scholars and Nobel Prize winning research. We call it evidence-based investing and it’s our commitment to you.
Control what you can.
Instead of trying to control random global events, we will help you:
- Minimize return-dragging costs and behavioral mistakes.
- Construct a portfolio built around your risk tolerance and goals.
- Build a globally-diversified portfolio that is strategically tilted towards areas of better returns.
The right technology for success
Powerful tools keep you in the know.
- Save time and stay informed. Our beautiful online investment portal lets you see everything you own all in one place, updated daily as well as easy financial planning tools.
- Get your personal risk number. We make sure you know your own risk tolerance — and the risk in your current portfolio — so you can be sure both stay well matched.
- No more paper shuffle. Pathway is 100% paperless. The combination of a secure online document vault and e-signatures makes transactional work easy and saves you time.