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OptimalPath Advisors, LLC

OptimalPath Advisors is a flat-fee, advice-only RIA built for professionals seeking financial independence who want expert financial planning without the AUM price tag. As both a CFP® and IRS Enrolled Agent, I bring financial planning and tax strategy under one roof. Investment management is also available, offered as a separate flat-fee service — no percentage-of-assets charge.
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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

Joshua Short, CFP®, EA
NAPFA-Registered Financial Advisor
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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

516 Deerfield Cir. Church Hill, TN 37642 Phone: (423) 534-7759

Primary Office

516 Deerfield Cir. Church Hill, TN 37642 Phone: (423) 534-7759
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