Your Path Fi

Overview

Your Path Fi is a small, owner-run independent RIA that provides financial planning and discretionary portfolio management to individuals, families and small business owners. The firm runs a fee-for-service model using fixed fees rather than asset-based percentage billing. Investment activity is concentrated in public pooled vehicles and the firm identifies as an active ESG investor, indicating that environmental, social and governance criteria are incorporated into security or fund selection. With a single-office, boutique footprint, the adviser appears to position itself as a hands-on planner/manager rather than a large-scale allocator or multi-state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices