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


From our blog on Forbes.com:

Why stock markets crash

10.15.2018 - On my Forbes blog: Recent studies may explain why stock markets are unpredictable but tend to organize themselves into bubbles and crashes. Investors may be better of focusing on managing these risks than aiming to maximize returns. Read More

Why a new crisis is brewing and why that's not a surprise

09.18.2018 - On my Forbes blog: When debt grows out of control financial crises usually follow. Today's explosion of private and public debt may well end up in tears unless we get serious at containing it. Read More

CLICK HERE TO READ OUR BLOG

No, This Is Not The Longest Bull Market Ever

08.21.2018 - On my Forbes blog: The current stock market rally is not the longest in history. Read More