A complete list of active advisors currently associated with Pathway Financial Solutions, Inc.

Warmer can help you find a great advisor at Pathway Financial Solutions, Inc. or one who fits your needs even better.

Pathway Financial Solutions, Inc. is a registered investment adviser that intends to serve individuals, trusts, corporations and employee benefit plans with investment and wealth management, financial planning, and retirement plan consulting. As of its March 2026 ADV filing the firm reported no assets under management, was newly registered in January 2026, and expects to be eligible for SEC registration within approximately 120 days. PFS builds diversified portfolios primarily using mutual funds, ETFs and separately managed accounts, applying Modern Portfolio Theory and a long-term, buy-and-hold orientation while offering both discretionary and non-discretionary management. The firm also advises on and allocates assets held in employer-sponsored and insurance-product accounts, including 403(b) and qualified tuition plans, which typically remain maintained at the underwriting insurance companies. Notably, PFS has an affiliated insurance agency, Pathway Group Insurance Advisors, LLC, and several supervised persons are licensed insurance agents and registered representatives of Purshe Kaplan Sterling Investments, Inc., arrangements the brochure identifies as sources of commission-based compensation and potential conflicts of interest. The brochure discloses procedures the firm uses to address those conflicts, and also notes the firm may exercise custody-related authorities (such as direct fee debit and standing letters of authorization) while reporting no material disciplinary history.

To learn more about the advisors currently working at Pathway Financial Solutions, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.