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 from a Certified Financial Planner™.
We’ll design and manage an investment portfolio to achieve your long-term goals.
How it 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.
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.
Our management fee is calculated as a percentage of the value of a client’s account(s) per year (assessed quarterly). We use a standardized scale to generate this percentage fee, which ranges from 0.75% to 0.95%. There are no other fees for this service. No trading commissions are ever charged to your account. *Typically, clients in our Pathway program have at least $50,000 (outside of a company retirement plan) available for investment.