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a registered investment advisor
focused on exceptional service.



Welcome to Path Financial.



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what we do





Path Financial is a fee-only, fiduciary-standard Registered Investment Advisor where your interests come first. We focus specifically on downside risk control to seek long-term results. Our numbers-driven, disciplined investment process equips our clients with a solid process to face all market conditions.


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our clients





Path Financial services a broad range of individual, family, trust and retirement accounts. Our clients range from early in their careers to well into retirement. They have in common a desire to capture positive returns without incurring undue risk. Call us for a confidential, complimentary discussion to find out how we can help you reach your own goals.


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about us





We believe that our success depends on understanding our clients and being exceptionally available to answer to their needs. That's why we make sure that we are the appropriate advisor for any prospective client before they come on board. We bring a high standard of experience, knowledge and professionalism, demonstrated by several industry awards.


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blog



We have published our acclaimed, high-quality newsletter with financial advice since 2008. Our subscribers receive it free of charge straight to their inbox.


And visit our blog on Forbes.com for practical investment advice and commentary on current trends and events.





PATH FINANCIAL LLC
1990 MAIN STREET, SUITE 750
SARASOTA, FL 34236
941 350 7904



info@pathfinancial.net






Path Financial, LLC BBB Business Review
Raul Elizalde at Path Financial, LLC is Five Star Wealth Manager 2-year Award Winner

important legal information





This website contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this website will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Path Financial LLC (”Path Financial”) is a registered investment adviser with its principal place of business in the State of Florida. Path Financial and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Path Financial maintains clients. Path Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Any subsequent, direct communication by Path Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Path Financial, please contact Path Financial or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about Path Financial, including fees and services, send for our disclosure statement as set forth on form ADV from Path Financial using the contact information herein. Please read the disclosure statement carefully before you invest or send money.



PATH FINANCIAL



1990 Main Street # 750
Sarasota, FL 34236
941 350 7904
info@pathfinancial.net




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