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

The Flash Crash of 2018 and how to deal with it

02.06.2018 - Selling into weakness when the market falls for technical reasons could be a losing strategy Read More

How the tax bill made the next recession much more painful

01.23.2017 - The tax cuts are good for stocks in the short term, but the resulting debt increase could have nasty consequences. Read More

CLICK HERE TO READ OUR BLOG

A huge change in market conditions casts new light on fund fees

11.29.2017 - Correlation among assets has fallen to pre-crisis levels. This is good news for investors and funds alike. Read More