Pathway Financial Advisors, LLC

About Pathway Financial Advisors, LLC

<p>From South Burlington in the Burlington metro area to Atlanta, Pathway Financial Advisors, LLC runs a fee-only, independent practice focused on planning and investment management for high-net-worth individuals and business owners.</p> <p>The firm works with clients across Minnesota, Vermont, and Georgia and reports $0.9B in assets under management (2026). Its planning work ties investment decisions to broader life goals, using an ongoing, team-based process that includes regular check-ins and monitoring.</p> <p>Pathway’s retirement-plan work includes 3(21) fiduciary services for employers looking for support with investment due diligence and plan oversight. The firm also advises on retirement and estate planning, investment strategy, and risk management analysis, with related guidance on college savings and life insurance.</p> <p>What sets Pathway apart is its combination of fee-only advice and multi-state coverage from offices in New England and the Southeast, which can be helpful for families and business owners with ties in more than one region.</p> <ul> <li>Fee-only financial planning and investment management</li> <li>3(21) fiduciary support for workplace retirement plans</li> <li>Retirement and estate planning</li> <li>Investment strategy and ongoing portfolio monitoring</li> <li>Risk management analysis, college savings, and life insurance planning</li> </ul>

Website: https://www.pathwayfinancialadvisors.com/