Why Work with Straight Path?
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.
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.
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?
How We Can Help
Planning for your future should be fun. Forget about the boring financial presentations and 100 page booklets of nonsense. Our WealthPath Process helps you Discover, Dream, Develop and Defend your future financial success
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.
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.
Meet The Team
Certified Public Accountant
Senior Wealth Advisor