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.