1401 Holliday Street
Committed To Integrity
We strive to apply our three core values to every move we make when working with clients, and we promise that the only suggestions we make are with your best interests at heart.
Exceptional Service For Years To Come
With over 50 years of combined industry experience our firm has been dedicated to providing our clients with unique, personalized, and unparalleled service to ensure that they get only the best to handle their financial needs.
Meet The Team
Our team of experienced professionals bring a variety of rich, diverse backgrounds that all contribute to helping you build a secure financial future.
At Pathway Wealth Advisors, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many – you're our priority, and we have built our firm around helping you succeed. We pride ourselves on offering a generational span of financial professionals to understand and meet the needs of clients from all stages and walks of life.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
Our firm specializes in helping individuals develop sound financial planning strategies. If you are considering hiring an experienced team to build a solid financial plan for your future, please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service and educate our clients about financial concepts and products. We strive to take the mystery out of investing, portfolio management, estate conservation, and retirement income strategies.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
Our team has been dedicated to providing financial professionals and their clients with an educated, authentic, and caring approach that emphasizes a high level of customized service. We're excited to share this expertise and commitment with our clients as we help them achieve their financial goals. We take the time to listen carefully to our clients' concerns and needs, and we collaborate with them to provide well-researched information and thoughtful guidance. Our approach is always tailored to your specific needs, and we work tirelessly to ensure that you receive the personalized attention and care you deserve.