Pathways Advisory Group, Inc.

About Pathways Advisory Group, Inc.

<p>Founded in 2007, Pathways Advisory Group, Inc. is a fee-only registered investment advisor based in Fresno in California’s Central Valley. The firm reports $0.3B in assets under management (2026) and works with individuals, high-net-worth individuals, and pension/profit-sharing plans.</p> <p>Pathways Advisory Group provides financial planning and investment management, with services that include tax planning, retirement planning, accumulation and withdrawal strategies, and estate and beneficiary planning. For employer plans, the firm offers 3(21) fiduciary support.</p> <p>Clients work with experienced advisors, including CFP® professionals, on clear next steps and ongoing oversight rather than one-time recommendations. The firm is a member of NAPFA and operates from a single office in Fresno, serving the broader Central California region.</p> <ul> <li>Fee-only RIA; founded in 2007</li> <li>Headquartered in Fresno, serving California’s Central Valley</li> <li>3(21) fiduciary services for retirement plans</li> <li>Financial planning: tax, retirement, estate, and beneficiary planning</li> <li>Investment management for individuals and employer plans</li> </ul>

Website: https://pathwaysadvisorygroup.com/

Founded: 2007