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Financial Planning Done Your Way 

Financial Pathways provides our clients with sound, unbiased financial and retirement planning advice, in a comfortable, stress free environment, for a simple and reasonable fee.

As independent, Fee Only financial advisors, we work solely for you.  We do not sell financial products or insurance.  At Financial Pathways, your needs and your goals are always our first priority. That's the way we think financial planning should be done.  

So if the financial path ahead seems  bit uncertain, we can help.  Come visit us in one of our New Jersey financial planning centers for a stress free, no pressure consultation.  We can help put you on your own pathway to financial peace.  

Call or contact us today to learn more.

Your Retirement Questions Answered

The majority of our financial planning clients initially come to us seeking advice about retirement.  A detailed retirement plan from Financial Pathways can ease your mind as you prepare to head off on this adventure called retirement. 

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Financial Coaching - Great Advice for a Simple Fee

Your financial life may seem like a puzzle at times.  Our fee only financial coaching program can show you how it all fits together. 

Coaching is a simple, no-strings-attached way to obtain great professional financial guidance and advice for a simple hourly fee.  Our coaching service can help make sense of budgeting, saving and investing, debt reduction, student loans, starting a family, buying a home, and yes, even planning for retirement. 

Let Financial Pathways help find the solution to your most perplexing financial puzzles.  

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Advice the Way You Want It

We realize that every client's situation is unique.  Some clients need a comprehensive financial plan. Others just need to work through a few difficult financial questions or issues. Some people want a professional to help manage their investments - others like to do it themselves.   

We provide the professional financial advice and guidance you need, without obligating you to purchase services you don't need (or can't afford).  This is the way financial planning should be done.  

Your Needs First - Always!

As fee-only advisors and Certified Financial Planners we have always acted as fiduciaries. That means we will always put your best interests first.  Not sometimes.  All the time.  We don't do this because of government rules - we just can't imagine any other way of giving advice. It's just the right thing to do.

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Investment Management

We do not require that clients invest with us, but many choose to do so. They appreciate our risk managed, low cost, no-nonsense, evidence based approach to investing for retirement and all your goals.  

Our clients are not numbers.  We know every client personally.  We have done detailed financial plans for most of our clients - so we understand their needs.  So if you are ready for a personalized approach to investing, it is time to talk to Financial Pathways.

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Our Team

Our seasoned New Jersey based team of fee only financial advisors have the knowledge, experience, and insight needed to guide you on your financial pathway. We are CERTIFIED FINANCIAL PLANNER™ professionals. See how our knowledge can help you.

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Our Approach

We have no asset minimums or investment requirements. We are passionate about serving clients with a wide array of concerns, from the young to the seasoned. We reduce financial anxiety and bring financial peace into your life through sound, client-centered financial planning and investment advice.

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Our Services

We offer detailed and comprehensive retirement planning, including retirement income and tax strategies, financial coaching advice, and investment advice with an emphasis on education and risk management.

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One Free Question (Really!)

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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.