Pathway Financial Advisors, LLC is an independent, fee-only wealth management firm serving individuals and families. Our comprehensive wealth management approach integrates all aspects of a client’s financial situation into a cohesive strategy focused on the unique needs of the client. We do not sell any products, represent any companies, or accept compensation of any kind from anyone other than our clients. Our strict independence and fee-only structure ensures that the advice we give serves only the interests of our clients. Read More.
How We Can Help You
Our services are delivered in two service models. The first is our Comprehensive Wealth Management offering where Pathway serves in an on-going role as your Personal CFO. In this role we will oversee your investment management, tax planning, estate planning, and risk management. Our fee for this service is calculated based on the dollar amount of assets that we manage for you. This service level is best utilized by those who have accumulated or expect to accumulate a certain level of investable assets and who are looking for continuous management.
We also extend another service offering, our hourly fee-for-service ($150/hour). We will consult with you specifically in the areas you desire. Our most common hourly engagement is our Financial Review & Optimizer program. In this type of engagement, clients ask us to look at their complete financial picture and make recommendations for improvement. Our review and recommendations typically cover investment selections, retirement readiness, budgeting, insurance programs, income tax, and estate preparedness. Such engagements often require approximately 12-15 hours of work, including two client meetings and production of a final Comprehensive Financial Plan. Hourly engagements can also be more targeted. Helping clients through a very specific situation such as getting a second opinion on a financial matter or helping clients optimize specific financial decisions are common engagements. Contact us to learn more.
Talk To Us
We encourage you to learn more about Pathway by browsing our web site and contacting us by telephone or e-mail. We look forward to serving you. 1.866.317.9090 orcontact us.
Pathway Financial Advisors, LLC is an 