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 custom-build and manage financial portfolios specifically designed for each one of our clients, focusing on downside risk control. Our numbers-driven, disciplined investment process equips our clients with a solid plan to act in all market conditions.

Contact us today for a complimentary consultation to discuss your path to financial success.

CONTACT US

Why trying to beat the market is a really bad idea

10.03.2016 - Trying to beat the market can cause great long-term damage to your portfolio Read More

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You may not be as diversified as you think

08.24.2016 - Retirement portfolios can benefit from managing allocations dynamically Read More

Are you financially literate?

08.01.2016 - US adults do not score well on a basic investment quiz Read More