Pathway Investment Group understands why investors believe there are advantages to being with a firm located in a big city. Because of this, we have found a way to bring those “Big City” Institutional Resources to our area with the added enhancement of a genuine “Hometown Touch.”
We partner with Commonwealth Financial Network, one of the nation’s largest privately held Registered Investment Adviser–independent broker/dealers* with approximately $242.9 Billion in total assets, as of 12/31/2022. Commonwealth has the scale, stability, and wealth management resources to help us deliver the solutions our clients need. To retain the “Hometown Touch,” we remain free to make recommendations based on what’s right for you, without pressure to promote a particular product or strategy. 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.
*As of 9/22, based on self-reported AUM data from 47 participating firms in the 2022 Financial-Planning.com IBD Elite survey.