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We help our clients Invest Better, Plan Better, and Live Better. With a combination of proactive tax planning and financial planning that fits with what's most important to you, we help our clients live more fulfilling lives.
We believe financial planning is about more than investing. It's about listening, learning, and teaching. At Straight Path we're dedicated to helping you understand your finances and help you make the best financial decisions that you understand and feel confident about.
What is a SmartVestor Pro?
The SmartVestor Pro program is a network of recommended professionals who have been personally chosen by Dave's team based on their integrity, professionalism, and experience, and are held accountable by members of Dave’s team and customer reviews.
More About Straight Path
We are a fee-only registered investment advisor that strongly upholds the fiduciary standard. We work with hundreds of clients to help ensure their happy and successful financial future. With our in-depth knowledge of Social Security, we are able to help those getting ready for retirement to optimize their benefits, many times allowing them to receive more than $100,000 extra over the course of their lifetime. We also put together an in-depth retirement income plan to maximize the after tax benefit to the retiree and to avoid paying the pesky taxes that seem to limit so many people’s retirement dreams. When the planning above is combined with our innovative portfolio strategy Income 2.0, we truly help the retiree maximize their retirement income possibilities. With bonds being unattractive for the next few decades, our portfolio which does not require fixed income to reduce risk and create income, creates a higher amount of income, without the inherent low performance that bonds are expected to give over the next 20 years. For those not quite in retirement, we combine our Wealth Building Plan along with our Growth 2.0 strategy to make sure you get where you want to go. Since our Wealth Building Plan reduces the obstacles seen with traditional retirement planning, clients find it easier and more enjoyable saving for goals, even though they may be far off.
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