Financial Pathways / Financial Advisor in Bridgewater, New Jersey

Financial Pathways is an independent Fee Only financial planning firm. As fee only advisors, we are committed and dedicated fiduciaries. That means our focus is always on you - your goals, your needs, your best interest. We do not sell financial products or accept any sales commissions. We think this limits potential conflicts of interest and allows us to best serve our clients needs.

As Certified Financial Planners, we place a strong emphasis on holistic financial planning for retirement, college, and all of your life goals. In fact, we so believe in the importance of financial planning, that we promise to make our services available to all who need them. No investment minimums, no need to invest with us at all (though many of our clients choose to do so). For those who are not investing with us, project based and subscription fee based engagements are available.

We believe in a holistic approach to financial advice. That is to say, we believe that sound financial decisions must be made not in isolation, but within the context of your overall financial and life situation. It is therefore incumbent on us as advisors to make the effort to understand all aspects of your finances, rather than just focusing on a single aspect such as investments. We do this through thorough and sound financial planning.

Call for a free no pressure consultation at one of our 3 conveniently located offices in Bridgewater (serving Somerset, Middlesex, Union, Hunterdon, and Morris counties and Flanders (serving West Morris/Warren/Sussex counties).

Specialties

401k Rollover Advisory And Investment Management Annuities & Life Insurance As-Needed Financial Planning Cash Management & Budgeting Certified Financial Planner CFP ® College Planning Comprehensive Financial Planning Divorce Planning Education Planning- Fee-Only Estate Planning Experienced Family Financial Planning Fee Only Fee-Only Fiduciary Fiduciary Advisor Financial Advisor Financial Life Planning Financial Planner Financial Planning Financial Planning Advice And Services Financial Planning Association Member Financial Planning For Women Goal Planning Hourly Financial Planning Independent Investment Advisor Investment Advice Investment Advisory Investment Consulting Investment Management Investment Planning Investment Review And Planning. Investment Services Investments MBA Member Of NAPFA NAPFA Member Personalized Investment Management And Advice Portfolio Management Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Retirement Planning & Investing Retirement Planning Advice And Services Retirement Planning. Retirement Scenario Planning Retirement Solutions & Planning Rollover Of 401k Or IRA Socially Responsible Investments Specialize In Retirement Planning And Retirement Distribution Sustainability Wealth Management Women's Issues Young Investors
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