BrightPath Wealth Planning, LLC

BrightPath Wealth Planning is an independent fee-only financial planning and investment advisory firm. Independent means the firm is owned by Pete Kozak, the advisor who works directly with our clients.  Fee-only means we only get paid by clients for our advice and expertise. So, we never accept commissions from the sale of investments or insurance products. As a member of Buckingham Strategic Partners, we combine boutique service and institutional resources.  We believe in being transparent, resourceful and passionate experts.