Greg Brown (CFP®)

Greg Brown focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

At Pathway Financial, we help you build wealth, save time, and simplify your finances. 

Build wealth with the brightest minds in finance. At Pathway, we believe in data and evidence, not gut feelings and hot trends. Our investment strategy is built on empirically-tested concepts, hard facts and academic evidence taken from decades of hard-working scholars and Nobel Prize winning research. We call it evidence-based investing and it’s our commitment to you.

Pathway is personal. We get to know you, your family, your concerns, fears, goals and dreams before we start your personalized financial plan. We then work with you one-on-one through the financial planning process — live, using our interactive software, on a large flat-screen, so you can instantly see changes and explore “what if” scenarios.

We answer your big financial questions. When can I retire? Am I saving enough for retirement and my kid’s college education? Is my investment portfolio appropriate for my financial goals?

Additional Information

In 2011, Pathway founder Greg Brown decided to create a new kind of service to help people build wealth and plan for their financial future; one that was simple, personal and transparent. He wanted clients to have more time to focus on their families and careers, knowing that their financial futures were in good hands.

A former analyst at Morningstar with over two decades of investing experience — he bought his first mutual fund at age 12 using proceeds from a paper route — Greg saw that many people weren’t being well served by existing investment and financial planning products.

He saw the commission structures that dominated the financial industry meant that clients didn’t always receive the highest level of focus from their financial planner or advisor.

With Pathway, Greg set out to create a simple and transparent financial planning service, built on proven investment strategies and personalized to each client’s needs.

We answer the question, “How should I invest my money and plan intelligently for the future?” with simple financial planning and smart investing that will help you get more from your income and assets.

NAPFA Start Date

February 08, 2012

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This Office

39555 Orchard Hill Pl Ste 600 Novi, MI 48375-5381 Phone: (248) 567-2160