Be Part Of A Team Changing The Industry

JOIN OUR FIRM

Earn more money now, build higher value long-term, and serve your clients the way you believe is best.

BUILD A SUCCESSION PLAN

Not ready to retire quite yet? But still need to start a succession plan? We can help.

Our Team Has Been Featured In:

Plan Better

Comprehensive Planning Clients Enjoy

Clients usually hate the financial planning process. It's boring, they don't understand it, and many times blindly trust their advisor is right. We've created an interactive and fun approach that has clients talking to their friends and family about the experience.

Invest Better

Using Research To Invest Clients For The Long-Term

There are a million investment strategies out there touting great performance. However, only a few are backed by academic research and studied over centuries. Our portfolio strategies are based on this research and then tailored to each client.

Live Better

Focusing On Helping Our Clients Live Better Lives

The whole point of financial planning and investment management is to help our clients live better lives. By helping them truly understand their financial position, where they are heading, and how their investments are a part of that plan, our clients can have the confidence to live better lives.

We're on a mission to transform the financial industry. Studies consistently show that people trust financial professionals the least. This is largely due to the traditional approach of pushing sales targets and high-margin products onto clients.

At Straight Path, we're different. We believe in putting clients first and helping advisors build successful businesses. Together, we can bring about the changes needed to make the industry more respected and sustainable.