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

Keeping losses contained can be far more important that hitting winners

04.18.2017 - Big losses require very large returns to break even. This problem is greatly compounded during retirement Read More

Does your financial advisor look out for your best interests?

03.01.2017 - The majority of financial professionals are not required by law to put your interests ahead of theirs Read More

CLICK HERE TO READ OUR BLOG

Beware the mountain of debt

01.12.2017 - By some measures, private business debt is growing at a record clip Read More