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We Focus On Securing You & Your Families Financial Future First.

By pairing your family up with a Certified Financial Planner™
We are TRUE fiduciaries

We Have An Obligation To Give You & Your Family The Best Financial Advice.

Here is how we do it..
We do things differently

Making The Most of Your Money Means Saving More & Doing MUCH More.

If you saved $40,000 more on debt over the course of the next 5 years what could you do with it? What if you earned $40,000 more? That's right it's the same thing. The right plan for you can possibly do both.
With us your Certified Financial Planners™ are just that, Financial Planners. We don't take commissions off insurance or other financial products. Making us truly unbiased and completely focused on helping you make the smartest moves with your finances. 
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A security first approach

We Want You To Thrive, But Through Securing Your Wealth Not Risking All Of It.

We focus on securing your families wealth and then maximizing it.
We don't discriminate 

We Work With Everyone That Wants To Be Super Smart With Their Money.

Our Smart Plans provide more financial insight than the standard financial plan with a price point and payment plan that anyone can afford. Many customers are able to pay for their plan off missed opportunities we find them to save more money on debt, taxes & from better investments.
Our average clients range in yearly income from $55,000 a year to $250,000+ 
Plus, everyone gets one free session with a Certified Financial Planner™ to ask their financial questions and get advice.
We take a personalized approach

Your Financial Plan Should Be Completely Personalized To Your Financial Goals.

However, many firms choose a 'one-size' fits all approach by focusing on products they sell as the solution.
The Wise Way

We Don't Do Useless Financial Products & Services.

Just Inteligent Financial Advice & Smart Plans

First Session Is Free

It's smart to do a little taste test before you dive right into something. That's why we let you have your first Advisor Session Free. No catch, no obligation, just helpful advice.

Flat-Fee Planning

Paying too much for financial advice, you're too smart for that. You only pay for your Advisors time and services. No AUM fees, No Commissions. Just Planning.

Built For Everyone

Our Certified Financial Planners™ have experience working with people from all walks of life. From those trying to get out of debt to those trying to build wealth.
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Your Questions - Answered.

All our Advisors are Certified Financial Planners™ the gold standard in financial education and training. We are a Fiduciary meaning we are obligated to give you only beneficial advice. All our dedicated planners are held to the highest level of experience and integrity. 
A Smart Plan is a financial game plan built by your dedicated Advisor for your life. That will ensure that you are on the right track for the future you want while maintaining a comfortable lifestyle today. It covers everything your money touches. For more info visit the Smart plan page.
Your first Advisor session is always free. The Smart Plan for individuals' costs only $1000, while a family plan costs $1500. We now have payment plans to make planning more accessible for everybody. For specific plans like debt strategies, retirement, & investments planning starts at $300.
We serve everyone that want to the best things with their money. 75% of our clients are between the ages of 32-57. Our team has been trained to work with clients across a spectrum from those who have $0 in savings to those who have $5M. Our approach is to treat no one with bias.
This is your session. You can ask financial questions and get real advice. We can do a basic financial analysis into your situation and talk about next steps for financial planning for you and your family. Your first session will be done over Google Meet or Phone Call.
Straight Path Financial is a flat-fee, advice only financial planning firm focused on building overall financial health for everyone by building smarter financial plans.
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Legal Disclaimer: Straight Path Financial LLC is a Registered Fiduciary Advisor. Content presented on this website is for informational and educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Information on this website is not intended to be comprehensive tax advice or financial planning advice for any particular client investment needs. Be sure to consult with a qualified financial or investment adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Investing involves risk, including the loss of principal. 
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