Straight Path Wealth Management was originally founded as Financial Architects Inc in 2002 by Derrin Leigh, with a focus on providing clients a high level of service with a concentration on risk management. In 2009, Derrin transitioned Financial Architects to being a fee-only Registered Investment Advisor, emphasizing transparency and accountability to clients.
In 2013, Matthew Boersen merged his firm, Straight Path Wealth Management with Financial Architects that together focused on providing holistic financial planning and research-driven investment solutions for clients. The company officially changed its name to Straight Path Wealth Management in late 2013, to signify it’s focus on the comprehensive financial picture for each client.
In 2014, Matthew and Derrin started Straight Path Tax and Accounting Solutions as an avenue to provide clients with in-depth tax planning and small business consulting services. This has allowed the Straight Path group of companies to differentiate itself by providing a complete focus on the entire financial picture, with a heavy emphasis on reducing taxes and maximizing growth and income.
In 2016, Straight Path acquired SA Advisory LLC, a fee-only RIA based in Grand Rapids, MI. This allowed Straight Path to expand further, retain key team members from the SA Advisory team, and continue to improve services and resources for its clients.
In 2020, Straight path is starting construction on a new building 3 minutes from our current location.