Greg Brown (CFP®)

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

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

Planning Specialties

At Pathway Financial, we provide a wide range of financial planning and investment services that build peace of mind and wealth.

>>Click here for a complete list of our services<<

Additional Information

It all started with a paper route.

A former analyst at Morningstar with over three 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 attended Michigan State University and earned a degree in Mechanical Engineering. He went on to work at Dell Computer and later earned his graduate degree from University of Chicago. Greg learned early on in his career that he had a knack for numbers, and was passionate about finance, research, and investing.

However, the more he researched, the more Greg saw that the commission structures that dominated the financial industry often meant that clients didn’t always receive the best advice. Family and friends who now had sizable portfolios were no longer comfortable managing them and were confused by too much conflicting information to continue DIY-ing their money management.

Some had hired financial planners for help but were often disappointed by the complexity, the time-consuming 30+ page reports they received, and the lack of easy access to their own financial plans and investment details. Others were turned off by feeling like they were being “sold to” whenever they met with their advisors.

He knew there was a better way.

Founding Pathway Financial

Founder Greg Brown, CFP® set out to create a new kind of financial planning service to help people build wealth and plan for their financial future, without the headache of financial jargon and hidden motivations or incentives. Now, after more than a decade, Greg spends his time focused on guiding his clients through the vagaries of life — course correcting if necessary — and keeping their money aligned with their goals and dreams.

NAPFA Start Date

February 08, 2012

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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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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

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