Pathways Financial Partners
Bring Clarity to Your Future
A Trusted Name for 20 Years
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.

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.

Our solitary focus is to make a positive and lasting impact on the life of everyone we serve.

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Our Approach To Managing Your Wealth
Our Approach To Managing Your Wealth

Plan

The foundation of our relationship is to help you create a long-term financial plan.

Manage Risk

We construct a tax efficient and cost effective Portfolio model suited to your goals.

Invest

You’ll have regular progress updates to ensure you stay on track.

A Tailored Plan Just For You

You are unique. There is no one-size-fits-all solution to your complex issues. Your customized plan will bring clarity to your future.
Be Confident In Your Future
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Make A Plan
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Set Goals

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Track Your Progress
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Protect Your Family
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Reliable Income
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Peace of Mind
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Set Goals

N
Make A Plan
N
Reliable Income
N
Protect Your Family
N
Track Your Progress
N
Peace of Mind
Our Perspectives

Happy New Year and look at 2018

It never ceases to amaze me how often pundits and soothsayers offer utterly inaccurate prognostications for capital markets. It does not amaze me, however, that the financial media, consistent promoters of “fake news”, are willing to give many of these talking heads a forum for their worthless nonsense.

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Our Perspectives

Uncertainty is Never Going Away

Britain is leaving the European Union, US deficits are burgeoning, price-earnings ratios push multi-year highs, US stock are tumbling and, oh yeah, the sky is falling. The host of reasons why markets are plummeting is now permeating the financial media. Fear is good...

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Find your pathway to financial peace of mind.