Multipath Wealth Magement logo

Multipath Wealth Magement

Updated today

Client assets under management

$5,503,586

Clients

15

33% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

15

Low

Average account size

$366,906

About

Multipath Wealth Management serves individual clients, including both non‑HNW and high‑net‑worth individuals, providing discretionary investment management, ongoing comprehensive financial planning, project‑based plans, and a recently added two‑hour consultation for narrow financial questions. The firm offers both standalone planning engagements and continuous portfolio supervision tailored to each client’s circumstances.

The adviser uses fundamental analysis and a blend of passive and active strategies to build asset‑allocation‑focused portfolios guided by written investment policy statements, and it conducts quarterly account reviews. Clients’ assets are custodied at recommended providers and the firm charges standard percentage‑of‑assets advisory fees while allowing reasonable client‑imposed investment restrictions.

Distinctive features include the firm’s small scale — managing roughly $5.5 million for a limited number of client relationships — and participation in a model marketplace and platform support arrangement with one custodian that the brochure discloses creates economic incentives tied to assets on that platform. The principal’s background includes a recent master’s degree in financial planning and prior technical experience, and the firm does not vote client proxies, leaving proxy voting to clients.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management Income planning General tax planning

Fee options

Fixed

Project-Based Financial Planning fees range from $2,500 to $6,000, negotiable

Percentage

$1 - $1,500,000: 0.5% $1,500,001 - $3,000,000: 0.3% $3,000,001 - $6,000,000: 0.2% over $6,000,000+: 0%

Project-based

$200 per hour with a 2-hour minimum for new clients

Subscriptions

Ongoing Comprehensive Financial Planning: upfront charge $1,250 - $2,500 plus monthly fee $100 - $625 or quarterly fee $300 - $1,875

Main office location

Multipath Wealth Magement

2191 Pickens Street, Ste 307

Columbia SC 29201, United States

Number of offices

1

Most active in

South Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Matt M

CFP®

Columbia, SC

Multipath Wealth Magement

I’ve seen the medical journey up close. My wife and I navigated med school, residency, and fellowship together. We dealt with the student loans, the long hours, and had three kids during her training. I understand the financial and personal sacrifices required to build a career in medicine because I’ve lived them with her. In 2015, our youngest son was diagnosed in-utero with a serious heart defect. He needed to be delivered in a major medical center and underwent multiple open-heart surgeries in his first year of life. We were prepared emotionally, but not financially. Our insurance initially denied coverage. Despite solid household income, we were suddenly facing what would ultimately amount to $2 million in medical bills, all while starting new jobs and buying a home. We got through it. Our son is healthy today, and we eventually resolved the insurance nightmare. But the experience left a mark. This experience is what nudged me to start a financial planning firm... one focused on helping medical professionals navigate complexity, manage risk, and build the life they really want. At Multipath Wealth Management, I help medical professionals organize their finances, reduce stress, and make confident decisions at every stage... from residency through retirement. My role is to help you live a great life today, while still planning for the future. This business is my way of paying it forward. Let's work together!

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management Income planning General tax planning Doctor or Medical Professional Engineering Professional Women Professionals
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")