Meet Pathworks. Your support
system in the art of financial advising.

Pathworks, works.

At Pathworks Financial, we customize solutions for complicated problems by providing a solid support system so our advisors can focus on developing long-term relationships with their clients.

Who is Pathworks?

We are the only financial resource company in the United States that works with driven, independent advisors for the growth of their clients and their families who need back-office, portfolio management and compliance support in an era of crushed individuality and increased financial complexity.

We work with advisors to provide the support and resources they need while still giving them the freedom and independence they desire. Our advisors are independent contractors, managing their own clients but with the support of Pathworks Financial resources. We offer advisors the opportunity to provide their clients with "best-in-class" investment process, financial planning, Robo-technology, and administrative support so they can help their clients create, manage and grow their wealth.

Wirehouses crush individuality and independence. Create and market your own identity.

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Our advisors at Pathworks Financial are able to use our professional services and create and market their own identity. Other firms try to do this by absorbing larger firm’s assets. Pathworks is different because we want to support smaller advisors and get them plugged into our program so that we can all grow together.

Scott Smith


How it works.

We work alongside financial professionals to help clear the path to reach specific business objectives as well as manage all the back-office operations. We’re proudly independent, which enables us to offer a wide range of tools, services, and support to help our advisors and their clients.

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