Founded in 1998, Pathways Financial Partners is an independent, fee-only investment adviser serving successful individuals and retirement plan sponsors. Our evidence based investment philosophy and high touch client service create positive and enduring solutions for our clients.
Our team avoids the risks of stock picking and we help you create portfolios with index funds from BlackRock, State Street Global Advisors, and Dimensional Fund Advisors (DFA). Our foundation is DFA funds that are only available to individuals via a limited number of advisory firms in the US. Our team creates low cost; tax efficient portfolios to help you gain access to the best markets have to offer.
We believe the best path to wealth management is integrating your goals, your mindset and your values to bring clarity to your future. We help you pull the complex pieces of your financial life together to create a plan and help you keep track every step of the way. Many of our clients have been with us since we opened our doors in 1998.
We accept no compensation from any company to utilize their funds.
Our fee structure is published and completely transparent.
Our Solitary Focus is to Make a Postive and Lasting Impact on the Life of Everyone We Serve
Brian Murphy, our founder, is an industry veteran and Accredited Investment Fiduciary (AIF) with over three decades of experience. He is an author and thought leader with a disciplined approach to helping clients implement investment and retirement income strategies that endure.