• company profile
    Path Financial is a financial advisor with global expertise, rated "A" by the Better Business Bureau
    We are a fee-only Registered Investment Advisor. We don't charge commissions or sell products, and our clients benefit from many levels of asset protection.
  • services & benefits
    We offer financial advice and expert investment management of securities portfolios for individuals, families and organizations
    Our investment management strategies are based on asset allocation, periodic rebalancing, and risk controls.
  • straight talk
    6.3.2013 - The bull market may not be over yet
    When looking at 50 years of data it is hard to conclude that we are at the end of the bull market. Some indicators actually point in the opposite direction: the market may be picking up steam..(read more...)
  • high-quality insights
    Benefit from our views on the markets, retirement planning, and investment strategy
    We offer a free financial newsletter with analysis of current market trends and investment topics. Subscribe today to have it delivered straight to your inbox.
  • The Better News Blog
    Good news for a better perspective
    They say that "bad news sell." But to make good investment decisions we need to know the good news as well. Find them at our BETTER NEWS BLOG (read more...)
  • contact info
    Here is how to reach us

path financial llc © 2012 Legal

Path Financial LLC is a financial advisor based in Sarasota, Florida that provides investment management and financial advisor services to individuals, families and institutions. Please read important disclosures in the legal section of this website. Path Financial LLC is located at 1990 Main Street, Suite 750, Sarasota, Florida 34236.