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.
Financial Synergies Pathway®
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
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.
Recurring Monthly Fee
$198 / Month
Ongoing deposits into managed account required
Up to $1,000,000:
*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.