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Your experience with Pathway

As your guide through the maze of life, we help you continually define financial objectives and execute actions that move you toward your desired economic outcomes.

Whether your goal is to put your children through college debt-free, build a business that provides enduring financial security for your family, or ensure you do not become a financial burden on others, we will help you reach financial success.

  • All client relationships start by asking questions and gathering data to understand the complete picture of your finances.
  • Milestones are identified to create a financial mission
  • Adjustments are continuously made to progress your financial strategy, customize your portfolio, and reach your goals.
  • Measurements inform how to mitigate the impact of unexpected hurdles or suprises.

Independent, fee-only financial services

Pathway Financial Advisors, LLC, is an independent, fee-only financial planning and investment management firm.  As a fiduciary, we act in our clients' best interests.  Our fees are completely transparent, we sell no products, and we receive no commissions or referral fees.  We offer our clients a choice of two billing models

  • Asset Management Based Fee – this is a monthly fee based on the total assets we manage for you.  (This fee may differ monthly depending on the total value of your assets)

  • Flat Fee - this is an annual fee for our services, billed monthly.  It does not change based on the the value of your assets.  (This fee is inflation adjusted and reviewed every 2 to 3 years)

Depending on our advisors' availability, we offer project-based financial planning

  • Project-Based Fee – for those needing financial advice that is episodic in nature, without the need for on-going advice.  This could be for the development of a financial plan, assistance in navigating a milestone, or getting a second opinion on your current financial planning.  (On-going investment management is not available in this model)

We can cover your fee options in more detail at an introductory meeting. More information can also be found on our disclosure document.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client.  Pathway Financial Advisors, LLC ("Pathway") does not serve as an attorney, accountant, or insurance agent.  Pathway does not prepare estate-planning documents or regularly prepare tax returns, nor does it sell insurance products.

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