We have one mission -- to make a positive impact for our clients with disciplined, evidence-based investment strategies. We do this by building low-cost, tax-efficient portfolios, and providing access to some of the best funds available. By avoiding stock picking and get rich quick schemes, we limit risk, providing long-term results our clients desire.
Our fees are transparent and fair, and we never accept any compensation from any company to utilize their funds.
A Team of Professionals
Fee Only Advisor, Accredited Investment Fiduciary (AIF), Retirement Income Planner, author, and President of Pathways Financial Partners
Operations and Client Services Manager
Social Media / Website Manager
Our firm was founded in 1998 and is based in Tucson, Arizona. We have the privilege of serving individual investors and retirement plan sponsors across the state and the country. We look forward to serving you and bringing clarity to your future.
Our team avoids the risks of stock picking and we help you create portfolios with index funds from Dimensional Fund Advisors, BlackRock, and State Street Global Advisors. Our team creates low cost; tax efficient portfolios to help you gain access to some of 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 guide you every step of the way.