Our principal advisor is John Dulmage CFP®, EA, CDFA. At Financial Pathways you get very personal and customized attention to your financial planning and investment issues. We are a small shop providing direct access to John for each client. This personal attention is backed up, through our association with the Alliance of Comprehensive Planners (ACP). ACP provides Financial Pathways clients with the collective knowledge and wisdom of about 170 fee only personal financial advisors with varying backgrounds. Some ACP members are CPAs, some are Tax Attorneys. Others are ex insurance or investment professionals CFAs and CFP®s. This organization funds research, the development of tools and is also in constant communication about financial issues facing our clients. This alliance gives Financial Pathways clients the very personal attention of a small financial planning office backed up by the resources of a much larger organization.
Fee-Only Financial Planning Services
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Investment advisory products and services are offered through advisory representatives of Financial Pathways, an investment advisor registered with the State of New Hampshire.