Our Story and the Benefits of Independence
Pathway Investment Group provides a Hometown Touch with Large-Firm Resources. We understand why most investors believe there are advantages to being with a firm located in a big city. Because of this, we have brought those "big city" institutional resources to our area with the added enhancement of a genuine "hometown touch."
Our commitment to putting your interests first is evident in every aspect of our business. We partner with Commonwealth Financial Network®, the nation's largest privately held Registered Investment Adviser-independent broker/dealer with approximately $161 billion under management as of 12/31/2018. Commonwealth has the scale, stability, and wealth management resources to help us deliver the solutions our clients need. To retain our hometown touch, we remain free to make recommendations based solely on what's right for you without pressure to promote a particular product or strategy—which is not the case with all financial advisors. We dedicate ourselves to making our clients feel they have our undivided attention and to help them achieve all the benefits of a happy and worry-free retirement.
Your Vision is Our Mission
Our mission is to earn your Trust through open and clear communication, objective advice, hard work, and a genuine concern for your overall financial well-being.
Through this Trust, we hope to Inspire you to live a passion-filled Life Adventure, complete with peace of mind.
Our Approach
We’ve built a reputation based on sound judgment and prudent decision-making values that have helped so many of our clients protect their existing assets and successfully pursue their goals.