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Financial and Tax Planning for Those Preparing for Retirement 

REDUCE TAXES · INVEST SMARTER · OPTIMIZE INCOME

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Why Work with Straight Path?

Fiduciary

What is a Fiduciary?

 

It's simple. It just means we will always give you the advice that is best for you. Seem's like common sense? Unfortunately, much of the financial industry thinks differently.

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Integrated Tax Advice

Many firms claim to be "comprehensive", but we really mean it.

 

We look at retirement and investments, but we also have a whole team of tax experts, including CPAs and EAs, guiding you with the advice you need.

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CFP® Professionals

Only 25% of financial advisors have obtained the CERTIFIED FINANCIAL PLANNER designation, and even less have their CHARTERED FINANCIAL ANALYST certification.

 

Shouldn't your advisor be a leader in the industry?

Watch this short welcome video to quickly learn more about Straight Path Wealth

How We Can Help

Plan Better

Planning for your future should be fun. Forget about the boring financial presentations and 100 page booklets of nonsense. Our planning process helps you discover, dream, develop and defend your future financial success

Invest Better

We do not sell complicated financial products or high-commission insurance policies. We simply give the investing advice you need to reach your goals. You should always understand how you are invested. And you should always know what you are paying.

Live Better

Life isn’t just about money. Even as financial planners, we understand that. So we help you feel comfortable about your entire financial situation. Then you can get to enjoying the rest of your life.

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Meet The Team

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Jaycob Keuning, CFP®

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Ken Welch, CPA

Certified Financial Planner ™

David Lutz

Marsha Shade

Client Service

Rhiannon Diekema, EA

Staff Accountant

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Heather Beader

Office Administration

CPA & Wealth Advisor

Senior Wealth Advisor

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Matthew B. Boersen, CFA, CFP®

Managing Partner

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Victoria Buffum, EA

Partner

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Thomas Proos, CPWA

Senior Wealth Advisor

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Kyra Schofield

Market and Advertising Intern

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Madelyn Lanser

Financial Planning Intern

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