Our team is a collective of inspired professionals who work to achieve the goals and objectives of each of their clients.
Many of our partners operate their individual practices and some work together as teams. All-of our partners enjoy working in a collaborative environment and are focused on one thing, you, the client.
The OnPath Way
Our team’s mission is to become an essential partner to our clients by helping them define and pursue what is most meaningful in their financial lives.
Our clients feel confident from the clarity and preparation for today and the future. We provide our clients comfort, knowing they have a team acting as their steward and advocate. Our client’s appreciate the continuity of a long-term working relationship for themselves and their families.
Our OnPath partners focus on serving our clients with integrity, thoughtful guidance and intentional relationships. Outside of our respective practices, we strive to make a positive inpact in the communities we serve. Giving back is essential to our culture. This committment is highlighted by our connections to all of the organizations we dedicate our time, talent and resources.