Network·Venture Capital
📍 SOUTH BURLINGTON, VT
SEC CRD #801-64598
Fee-Only Financial Advisor in Vermont | Pathway Financial Advisors 0 Skip to Content Open Menu Close Menu Open Menu Close Menu Wealth is about much more than money The journey toward your ideal future should be built on deeper insights into your vision of success. Many accomplished individuals struggle with flourishing in all areas of their lives. They are inundated with choices. They are pressed for time. They lack the necessary expertise. They are driven by inertia or societal norms. They don’t know how to align their financial goals with their values. You need a plan and a guide . That’s where Pathway comes in. We lead you through a collaborative Guided Discovery process that clearly illuminates what is most important to you. We merge our findings with experienced, traditional financial planning. We then work with you as a trusted fiduciary to implement your plans in a systematic, purposeful, holistic way. We will confidently steer you through the complexity and lead you with certainty toward the life you aspire to. LET'S GET STARTED The Three Pillars of Our Practice FEE-ONLY FIDUCIARY LIMITED NUMBER OF CLIENTS TRADITIONAL PLANNING + COLLABORATIVE DISCOVERY How will you flourish ? To make the most of this roller coaster life we are given, you need a reliable guide – one who can help you make the most out of your achievements. Let’s craft a shared vision of what is achievable. TAKE THE FIRST STEP How We Work Our streamlined and approachable planning process means that you w
SCOTT BEAUDIN
CHIEF COMPLIANCE OFFICER
📞 (802) 660-7086
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AUM
$1.6B
Location
SOUTH BURLINGTON, VT
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