Your Pathway to Building Wealth
Pathway is a financial goals-based investment program designed for people in the early stages of building wealth. Developed and overseen by the experienced Certified Financial Planner™ professionals at Financial Synergies Asset Management, Pathway creates a savings and investment strategy based on your goals, risk tolerance, and desire for building long-term wealth. This program is ideal for clients who don’t have a need for our total wealth management services at this stage in life, but want to start investing today.
Our technology enables you to view your entire financial picture in one place.
Get Personalized Advice
Receive ongoing advice and planning from a Certified Financial PlannerTM.
We’ll design and manage an investment portfolio to achieve your long-term goals.
How Pathway Works
The Pathway program includes investment management, financial planning, and consultation. We analyze your financial situation and risk tolerance to construct a practical investment plan that will help you reach your goals.
Personal Financial Planning
- Develop good saving and investing habits
- Create realistic budgets
- Develop college education plans
- Analyze appropriate life insurance needs
- Maximize employer benefits
- Organize core estate plans
- Ongoing financial planning
- Globally diversified investment portfolios
- Ongoing monitoring and management
- Disciplined portfolio rebalancing
- Tax-loss harvesting
- Low cost, commission-free ETFs
- Ongoing investment research and analysis
- Comprehensive performance reporting
Combining commission-free, low cost ETFs with our disciplined rebalancing strategy, Pathway provides a sophisticated investment portfolio durable enough to endure any market cycle. Upon implementation of the allocation we handle all aspects of portfolio management, including monitoring, rebalancing, tax-loss harvesting, and investment analysis.
We’ll meet with you regularly in person, by phone, or online to review your portfolio and financial plan. Pathway helps you organize and simplify your financial life. Our experts are here to ensure your long-term goals are achieved.
Financial Synergies Asset Management is an independent Registered Investment Advisor (RIA), and we are held to a fiduciary standard. We put your interests ahead of ours, and work on a fee-only basis. We are not here to sell you products.
Recurring Monthly Fee
$79 / Month
Ongoing deposits into managed account required
Greater Than $100,000
Up to $1,000,000: 0.95%
Above $1,000,000: 0.75%
*For accounts greater than $100,000 you only pay the asset-based fee. You do not pay the $79 / month.
**All investment management and financial planning services are included. No additional fees apply.