As an independent financial management firm, Pathway Financial Services, LLC focuses directly on acting in your best interest at all times by serving your needs with the confidence you seek. We adhere to the fiduciary standard—the highest level of care in the financial services industry.
Pursuit of financial success is provided on your terms because as a fee-only financial planning firm, we have no financial obligations to investment product vendors, no proprietary products to sell and no home-office directives. We are free to use investment products from among all of those available and diligently research these offerings to find the solution that best fits your needs.
We encourage you to read more about the importance of fee-only financial planning in this article from Forbes Magazine or at the National Association of Personal Financial Advisors (NAPFA).
When you work with Pathway Financial Services, LLC you can rest assured that we receive compensation only from you, the client, and that your best interest always receives top priority.
We are delighted with the new office opened in 2014. Much more spacious and more conveniently located than the previous office. Drop by and say hello!