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Best Path Advisors

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. We provide investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor for life.

Financial planning is both complex and intimate. Just the mention of money can create stress or anxiety. At Best Path Advisors, we use an empathetic, caring, and engaging approach, with no judgement, to help our clients along their best path.

Our founder is someone who:

  • Learned the value of hard work growing up on a farm.
  • Inherited a love for educating others from her mom and grandmother, both high school teachers.
  • Realized how good she is with numbers and planning when she finished her high school accounting class in less than half the time.
  • Understands the trade-off of experience versus money; at age 18, she spent an unexpected windfall on skydiving lessons. While the money could be in her retirement account, the skydiving memories are priceless.
  • Is not willing to compromise on her values, as that would let herself and God down, not to mention her family, friends, and clients.

Our founder has a mission to help her clients live their biggest, boldest, best life.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  817-849-1375