Partner with Pathworks and discover a
more efficient way to work for your clients.

Choose the right path.

Pathworks Financial is your trusted support, back-office company that aids registered advisors with generic marketing processes and more. Gain independence and maximize your time by choosing the path that’s right for you and your clients.

What we offer:

Pathworks Financial services are not dependent on getting clients to buy a certain product or a certain number of products. Our only concern is their satisfaction and peace of mind through working with their advisors. All over the Midwest we provide registered wealth advisors with everything they need to be successful for themselves and their clients.

Marketing & Compliance Materials

Pathworks Financial provides professional marketing and compliance materials to allow our newly registered investment advisors to create and market their own identity. Our services allow advisors to branch out as an independent without having to worry about the marketing, investment, compliance and technology processes that are painfully inherent in setting up a new investment firm.

Business & Investment Support

Pathworks Financial offers advisors the opportunity to provide their clients with the "best-in-class" investment process, financial planning, and robo-technology needed to help their clients grow financially.

Back-End Client Support

Pathworks Financial provides administrative support in a true Fiduciary manner without the influence of sales contests and expensive proprietary products. Concentrate on what's best for your clients first and leave the path clearing to us.