Bringing clarity to your future is our mission. We have assembled these resources to help you get the answers you need. And when you’re ready to speak with a financial advisor, we are here to listen.



Helping you gain clarity for your future is our number one priority. In addition to getting to know you, your goals and your values as well as possible, we also want you to get to know us. We want you to understand our philosophy and process, and learn everything you need to know about Pathways and our professionals. We created these videos specifically to anticipate and answer your questions about our firm and our team.


The investing world changes daily, and events across the globe can have a very big impact on our experiences here at home. While we are long-term investors, we also like you to know what’s happening now, what changes our firm is anticipating, and how we view them. Please check our blog for investment news and Pathways insights. And if there’s a topic you’d like to learn more about, let us know. We’ll be delighted to write about it.

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