Pathway Financial Advisors, LLC
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 seven CFP® professionals, a CPA, an attorney, 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 250 Individuals and Families with over $600M in assets under management.
*Project-based financial planning may be available depending on advisors' capacity
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