PATH  FINANCIAL LLC

fee-only investment management


(941) 350-7904

WHO WE SERVE

  • Late Career

    Grow, protect and position your portfolio before retiring.

  • Retirement

    Protect and live off your retirement portfolio effectively.

  • Transition

    Steer your portfolio through important life changes.

WHAT WE DO

We are a fiduciary-standard, fee-only financial advisory firm based in Sarasota, Florida. We custom-build and manage financial portfolios that focus specifically on downside risk control. Our numbers-driven, disciplined investment process equips our clients with a solid process to confront all market conditions.

Contact us today for a complimentary consultation to discuss your path to financial success.

CONTACT US

Should you have any stocks in your portfolio?

08.10.2017 - Stocks can improve a portfolio return, but they also introduce risk. Don't use a rule of thumb to determine your equity exposure. Read More

Can the stock market triple by 2026?

05.26.2017 - High returns have followed low returns for the last 90 years. Guess where we are today - and what it means for the long term. Read More

CLICK HERE TO READ OUR BLOG

Keeping losses contained can be far more important that hitting winners

04.18.2017 - Big losses require very large returns to break even. This problem is greatly compounded during retirement Read More