Your Path Wealth Management

Your Path Wealth Management is a fee-only, Planning-First wealth management firm for millennials, pre-retirees, and retirees. I didn't stumble into financial planning. I was drawn to it by a small inheritance, a paperboy route, and a widow who needed help balancing her checkbook. After two decades across multiple firms — seeing the conflicts, the minimums, the overlooked clients — I knew there was a better way. So, I built it. I started Your Path because I believe every generation deserves access to real, honest, planning-first financial guidance — not just those who already have wealth. Your Path exists because I believe planning should come first, not products. Because the best advice is given by someone who is legally and ethically on your side. 20 years of real-world experience Taxes, estate planning, insurance, annuities, investments, behavioral finance — I've worked across every corner of this industry. That breadth means nothing falls through the cracks. Genuinely fee-only fiduciary I've seen the conflicts from the broker-dealer side. I've made a deliberate choice to operate differently — no commissions, no product sales, no hidden agendas. My obligation is to you. Planning for people, not portfolios Too many firms care about your AUM. I care about your life — your goals, your fears, your "why." The numbers follow from that, not the other way around. A real partner, not just an advisor I work best with clients who want to understand their finances — not necessarily do it themselves, but know enough to feel confident. I love this work, and it shows.