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

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

Beware the mountain of debt

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

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Why bonds collapsed and what you can do about it

11.15.2016 - The United States is entering a new era that may finally trigger higher rates Read More