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

Are earnings forecasts too optimistic?

06.08.2018 - On my Forbes blog: A lot of guesswork and hope in record earnings predicted by analysts through 2019. Read More

Why a recession is possible despite unemployment at the lowest levels in 50 years

06.02.2018 - On my Forbes blog: Employment, and other economic indicators, are strongest just at the peak of the business cycle. Read More

CLICK HERE TO READ OUR BLOG

Sector ETFs are set for massive changes this fall

05.11.2018 - On my Forbes blog: Communications, consumer discretionary and technology will look very different after September. Read More