Lori Lustberg (CDFA, CeFT®, CFP, JD)

Lori Lustberg focuses in the
following client markets or areas of practice:

  • AUM
  • Financial Psychology/Coaching
  • Women's Financial Planning Issues

Planning Specialties

Pathway Financial Advisors is an independent, fee-only financial planning and wealth management firm serving high net worth clients with offices in South Burlington, Vermont, and Atlanta, Georgia.

We help clients clarify their goals and values, envision the life of their dreams, and craft a unique financial plan to help support this vision. We provide continuing support to our clients to stay on the path to achieving their goals and visions. Our investment strategy is individually tailored to clients’ personal circumstances, while generally applying principles of global diversification, low cost, and tax efficiency. As fee-only practitioners, Pathway invests where our analysis leads us without the product-based conflict of interest that is so prevalent in this industry. We do not sell any products, represent any companies, or accept compensation of any kind from anyone other than our clients.

I specialize in working with high net-worth women who are facing a life change (such as divorce, widowhood, a career shift, empty nest or retirement). As a woman who has dealt with difficult transitions, both financial and emotional, on both a personal and a professional level, I love helping my clients become financially literate and empowered and take charge of their destiny.

I also specialize in long-term financial planning for high net worth couples, bringing a unique breadth and depth of experience as a former financial mediator. Couples who work together with a financial planner are much more likely to enjoy a happy, healthy partnership. It is one of the best investments you can make in your long-term happiness!

 

Additional Information

Co-President, Association of Divorce Financial Planners

Member, Vermont Bar Association

Member, Vermont Collaborative Law Practice Group

Attorney, dually licensed in Vermont & New York (non-practicing)

 

NAPFA Start Date

May 02, 2019

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This Office

2 Market St South Burlington, VT 05403-6254 Phone: (802) 660-7086 Fax: (866) 336-9578