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

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

Falling number of shares a key factor in the market rally

10.12.2017 - Companies have bought back the equivalent of UK's GDP in their own shares. This makes stocks look expensive. Read More

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What is the right proportion of stocks in your portfolio?

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