Pathway Financial Advisors, LLC

Pathway Financial Advisors, LLC, (Pathway) is an independent, fee-only, financial planning and investment management firm. As a fiduciary, 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 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
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Advisors at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2000 Riveredge Pkwy Ste 640 Atlanta, GA 30328-4618 Phone: (404) 812-4979 Fax: (866) 336-9578

Primary Office

2 Market St South Burlington, VT 05403-6254 Phone: (802) 660-7086 Fax: (866) 336-9578

Other Offices

2000 Riveredge Pkwy Ste 640 Atlanta, GA 30328-4618 Phone: (404) 812-4979 Fax: (866) 336-9578