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FEE-ONLY FIDUCIARY STANDARD



DISCIPLINED INVESTMENT MANAGEMENT



PORTFOLIOS ADJUSTED FOR MARKET RISK



PATH FINANCIAL LLC
Registered Investment Advisor
1990 Main Street # 750
Sarasota, FL 34236
(941) 350-7904
info@pathfinancial.net



what we do





The financial advisor practice at Path Financial abides by a fiduciary standard, where your interests come first. We are fee-only registered investment advisors who focus specifically on downside risk control
to attaining long-term results. Our numbers-driven, disciplined investment process equips our clients with a solid process to confront all market conditions.


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our clients





Path Financial services a broad range of individual, family, trust and retirement accounts. Our clients range from early in their careers to well into retirement. They have in common a desire to capture positive returns without incurring undue risk. Call us for a confidential, complimentary discussion to find out how we can help you reach your own goals.


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about us





With a combined 50+ years career in first-rate financial institutions, the financial advisors at Path Financial bring our clients a high standard of experience, knowledge and professionalism. We are rated A+ by the Better Business Bureau and have received several industry awards.
Subscribe to our newsletter or visit us a Forbes.com for our market insights.


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blog



We have published our acclaimed, high-quality newsletter with financial advice since 2008. Our subscribers receive it free of charge straight to their inbox.


And visit our blog on Forbes.com for practical investment advice and commentary on current trends and events.





A DISCIPLINED INVESTMENT APPROACH





WE HAVE A FEE-ONLY, FIDUCIARY STANDARD.
WE PUT YOUR INTERESTS FIRST, AND TREAT YOUR INVESTMENTS AS OUR OWN.
AT PATH FINANCIAL,YOUR GOALS ARE OUR GOALS.




info@pathfinancial.net

PATH FINANCIAL


1990 Main Street # 750
Sarasota, FL 34236
(941) 350-7904
info@pathfinancial.net


Path Financial, LLC is a BBB Accredited Financial Service in Sarasota, FL
Raul Elizalde at Path Financial, LLC is Five Star Wealth Manager 2-year Award Winner

important legal information





This website contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this website will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Path Financial LLC (”Path Financial”) is a registered investment adviser with its principal place of business in the State of Florida. Path Financial and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Path Financial maintains clients. Path Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Any subsequent, direct communication by Path Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Path Financial, please contact Path Financial or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about Path Financial, including fees and services, send for our disclosure statement as set forth on form ADV from Path Financial using the contact information herein. Please read the disclosure statement carefully before you invest or send money.