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 Wealth Advisors, 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.

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Get
Organized

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.

BUILD
WEALTH

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
INVESTMENT MANAGEMENT
  • 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
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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 Wealth Advisors 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.

Pathway® Fees

Account BalanceUnder $250,000

Recurring Monthly Fee

$198 / Month

Ongoing deposits into managed account required

Account BalanceGreater Than $250,000

Asset-Based Fee

Up to $1,000,000:
0.95%

Above $1,000,000:
0.75%

*For accounts greater than $250,000 you only pay the asset-based fee. You do not pay the $198 / month.

**All investment management and financial planning services are included. No additional fees apply.

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