Pathway Financial Advisors, LLC Employee Directory

Financial ServicesUnited States11-50 Employees

Pathway Financial Advisors LLC is an independent financial planning firm serving high-net-worth clients and business owners, all over the country, from our offices in Burlington, Vermont, and Atlanta, Georgia.

We are an independent, fee-only, financial planning and investment management firm. As a fiduciary, we act in our client's best interests. Our fees are completely transparent, we sell no products and receive no commission or referral fees. 

The goal of all professionals at Pathway Financial Advisors is to provide our clients with guidance and support in discovering and pursuing fulfilling lives. We intentionally maintain a low client-to-advisor ratio, which allows us to develop and cultivate meaningful relationships with our clients. 

We offer comprehensive and objective financial planning and investment management services to our clients. At Pathway we help guide our clients through life's transitions by assisting them in organizing, growing, and protecting their assets.

With Pathway as your trusted partner and a collaborative plan in place, you will have the freedom and financial security to focus on what matters most to you.

We are proud that all our clients can confidently answer the question: How do you thrive? 

Contact us today and let us help you thrive too.

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