The Financial Partner You Deserve
With a trusted team and personalized plan, you’ll have the freedom and security to focus your time and attention on what matters most to you.
CLIENT-CENTRIC SOLUTIONS
PROACTIVE PLANNING
FEE-ONLY FIDUCIARY
YOUR PATHWAY FINANCIAL ADVISORS
Our team has spent the past 20 years helping hundreds of families and individuals experience greater confidence and peace of mind about their financial life.
SCOTT BEAUDIN
CFP®, CPA/PFS
Lead Financial Planner
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JONATHAN SMITH
CFP®
Lead Financial Planner
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MIKE SCHELL
CFP®, EA
Lead Financial Planner
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DARREN BECK
CFP®, MBA
Lead Financial Planner
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BEN RINEHART
CFA®, PHD
Investment Director
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MARY WILLIAMS
CFP®
Financial Planner
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JORDAN MACDOUGALL
Planning Support
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ALLIE HARDY
Client Service Associate
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ALLYSSA STEVENS
Director of First
Impressions
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Pathway Financial Advisors has been featured in:
Identify Your Best Path Forward
While many financial advisors can offer positive results, we feel that is just table stakes. You deserve more. A more holistic approach to planning that takes into account all your priorities and needs. A more informed plan that is based on our unique Guided Discovery™ process. A more collaborative process that helps you narrow down the massive range of financial options available to you, so that you can choose what works best for you.
