The formation of OnPath Financial was built on a foundation that was unique to the wealth management industry back in 2003. Founders Dan Tresemer and Kyle Witt set out to build a firm that delivered independent, objective advice delivered in a team environment comprised of the most competent and caring professionals in the industry. Today, while product choice and teams are more common, OnPath Financial continues to innovate and evolve while always placing our clients at the center of every decision. Just as we have done for nearly two decades.
As the firm grew larger and the financial services industry more complex, adding team members with varied backgrounds and talents was clearly the path forward. Our firm is currently composed of professionals with expertise in areas such as investment management, commercial banking, insurance, and trust services. Our ability to draw on this expertise internally adds a depth of relationship not typically found at most firms. Add to this a vast network of outside collaborators in areas such as tax, legal, and lending, and you will find our ability to attend to every need in an integrated fashion. What’s more, we are constantly focused on the next generation of team members who will help deliver on our commitments for years to come.
Skilled and knowledgeable professionals are only as good as the platform on which they practice their craft. Early on in our history this meant making such decisions as finding an environment free of proprietary product offerings, thus expanding choice for our clientele. As technology continued to leave a mark on our industry through the years, we were one of the first wave of firms to pioneer the adaptation of integrated financial planning software. Suddenly, financial plans were no longer stagnant and our ability to respond proactively was enhanced while allowing our clients to view their entire financial lives at a click of a button. As technology continues to evolve, we thoughtfully roll out resources designed to accentuate the client experience and enhance the relationship our clients have with their advisor team.
At OnPath Financial, our desire is not only to have a lasting impact within our clients’ lives but also in the communities in which we serve. This begins with being there for our team members and extends to being good citizens in the places we call home. Whether through partnership with local non-profits or helping shine a light on the good in this world, we will always give back in a way that honors the trust our clients place in us.
Highpoint Advisor Group is our Hybrid Registered Investment Advisor. Highpoint provides oversight to our Fiduciary business. They provide proactive compliance in coordination with LPL Financial and our oversite compliance bodies, FINRA and the SEC. One of HighPoint Advisor Group’s various responsibilities under this partnership is to manage and deliver disclosure documents on behalf of your advisor.
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
For more information about LPL Financial, visit here.