Our Promise to Our Advisors
As a fast-growing firm with a dedication to providing a great experience to advisors and clients, Matt built Straight Path to serve the evolving needs of clients and advisors and is passionate about changing the financial industry for the better. We do this one client and one advisor at a time.
Integration of Tax & Unique Client Experience
We believe the best planning and highest value to the client is provided when financial planning is deeply integrated into tax planning and preparation. That is why we have a team of tax experts ready to combine the latest tax planning techniques with an experience that the client can see the tremendous value from every year.
Industry Leadership & Awards
Straight Path's founder Matt Boersen is making a big impact on the industry. He currently serves on the CFP Board and will become chair of the board in 2024. He also has been recognized as 'Top 40 Under 40' in 2020 by InvestmentNews. Our advisors have also been featured in Wall Street Journal, Barrons, Kiplingers, and many others.