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

Businesses borrow more from the public than from banks

06.29.2018 - On my Forbes blog: Businesses borrow more by selling bonds to the public than by taking bank loans. This is good for banks and businesses, but it dumps new risks onto the public. Read More

2 Reasons why demand for stocks will fall

06.22.2018 - On my Forbes blog: Corporate buybacks are running at record levels but makes less sense with higher interest rates. Also, investors who buy stocks for dividends are starting to get better rates from bonds. Read More

CLICK HERE TO READ OUR BLOG

Sector ETFs are set for massive changes this fall

06.14.2018 - On my Forbes blog: Floating rate and short-term bond ETFs can be great places to park your money and get some reasonable income with much less volatility.s Read More