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How we help our clients
We aim to build portfolios that minimize the chance of large losses and provide smoother returns. Download our free Investment Process report for detals on how we apply advanced portfolio management techniques that can help you plan your future better.
Path Financial LLC is a financial advisor based in Sarasota, Florida, providing investment management and financial advisory services to individuals, families and institutions. Please read important disclosures in the legal section of this website. Path Financial LLC is a Registered Investment Advisor with offices located at 1990 Main Street, Suite 750, Sarasota, Florida 34236.