Pathway Financial Planning

Overview

Pathway Financial Planning operates as a small, independent registered investment adviser focused on individual and family clients. The firm delivers financial planning and portfolio management for individuals and small businesses on a percentage-of-AUM fee model. Investment activity is tilted toward publicly available pooled products: public funds and mutual funds make up the largest slice of invested assets. The firm does not identify as an active ESG investor and it is not structured to serve as a multi-state adviser or a pension consultant. Manager allocation interest centers on traditional, liquid strategies delivered through third‑party managers and pooled vehicles, with supplemental exposure to alternative asset classes via external managers. Given the client base and AUM profile, portfolios are likely constructed with a core of mutual funds and model sleeves, with selective allocations to real estate, commodity-linked strategies and energy-related private funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices