About Us

Our focus is helping our clients develop the financial path to reach their unique goals ranging from sending children to college, protecting their loved ones, or replacing their paycheck at retirement. We work with clients to understand their wants, needs, and goals and then develop an investment strategy unique to that individual.

As independent advisors, we are able choose from a wide variety of investment solutions to help each client pursue financial success. We feel that the ability to work with clients in either a fee-based or a commissionable capacity gives us the flexibility to provide the widest range of solutions in a cost effective manner. PathKeeper Financial utilizes the technology and service of LPL Financial, LLC, the largest independent broker/dealer in the United States* to offer these solutions.

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue