Pathway Financial Advisors, LLC
Pathway Financial Advisors, LLC, (Pathway) is an independent, fee-only, financial planning and investment management firm. As a fiduciaries, we act in our clients' best interests. Our fees are completely transparent; we sell no products and receive no commission or referral fees.
We specialize in working with individuals and families who are looking for ongoing guidance with various aspects of their financial lives, value a long-term relationship with a financial advisor, have accumulated $1,000,000* or more of investable assets and seek support in the management of their investments.
Our team members include six CFP® professionals, a CPA, an EA, and a CFA® Charterholder. Our diverse and complementary skill sets, together with decades of combined experience, allow us to provide exceptional personalized service in numerous areas.
We intentionally maintain a low client-to-advisor ratio, allowing us to develop and nurture meaningful relationships with our clients.
We currently serve over 260 Individuals and Families with over $1.5B in assets under management.
*Project-based financial planning may be available depending on advisors' capacity
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