20 years ago, one man decided he could no longer tolerate the Wall Street culture. He needed to do something. Pathways Financial Partners was born to serve your needs, not the needs of the firm.
Twenty years later we are still giving, serving, and growing.
A Team of Professionals Focused on Your Future
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.