Optimize your 401k plan
empower your employees
control your 401k costs
Pathways Financial Partners is an independent, fee-only investment advisor serving families and businesses.
Our evidence-based investment philosophy and high touch client service create positive and enduring solutions for our clients.
Our team avoids the risks of stock picking and we help you create portfolios with index funds from BlackRock, State Street Global Advisors, and Dimensional Fund Advisors (DFA). Our foundation is DFA funds that are only available to individuals via a limited number of advisory firms in the US. We create low-cost and tax-efficient portfolios to help you access the best the markets have to offer.
We guide you and your employees through the retirement maze.
Is Your 401(k) Plan Too Expensive?
Do you know what your 401(k) plan costs are? Are you paying too much? Download this free report to compare your 401(k) fees to the industry average.
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Entrepreneurs are some of the busiest people on the planet and sponsoring a 401(k) plan creates unique risks. Our job is to help business owners navigate the complex rules of ERISA and implement processes to mitigate liability. Juggling responsibilities can make it difficult to stay organized and compliant.
Podcasts are one of the greatest inventions of the last decade or so. If you are not currently listening to any you are denying yourself access to some of the greatest minds of our era. In this post I hope to open your eyes to the world of podcasting and introduce you to a few of my favorites.
Halloween is the time for costumes, candy and haunted houses. 401(k) plans are often dressed up in scary costumes with hidden fess in complex investment arrangements. Be smart and don’t let your plan provider steal all your retirement candy.