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Experienced Financial Advisors

Seeking a Guide for your tax-smart Retirement Plan?

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Your Journey, Our Process

No two lives are alike, and neither is our financial guidance. Together, we’ll navigate our four key Wealth Waypoints.

Financial Plan


waypoint 1
Financial Plan

Strategies that evolve as you do. This is the backbone of your journey.

See how we work

Investments


waypoint 2
Investments

Once we understand your purpose, we formulate recommendations based on the data we’ve gathered.

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Taxes


waypoint 3
Taxes

Disinherit the IRS as much as possible. An annual analysis of what tax implications you can expect.

See how we work

Security


waypoint 4 
Security

Estate Planning and Insurance Guidance to protect and preserve what matters most.

See how we work





Your Financial Guides

We want your walk to feel great.



It’s not just about crafting an excellent portfolio or retirement plan; it’s about guiding you with transparency and equipping you with the knowledge to understand every step of your journey.

After all, we’re walking the same path as you—we’re people, too.

Meet Your Advisors

Welcome, Scott Anselmo!

Welcome, Scott Anselmo!

We are proud to welcome Scott Anselmo, whose decision to join PATH comes as both an honor and a delightful surprise. Bringing 20 years of deep expertise and dedication, Scott has been recognized by Forbes Best-in-State Wealth Advisors in 2024 and 2025 for his strong client focus and industry leadership.

A graduate of Boston University, Scott embodies our core values of integrity, innovation, and collaboration. Outside the office, he enjoys spending time with his family and pursuing hobbies that keep him active and connected to the community. We’re excited about the positive impact he will continue to make with clients and in shaping our company’s trajectory.

Here's what people are asking.

  • What does a PATH financial advisor do for me?

    Our process always begin with you: "Why is money important to you?"

    We’re experienced fully licensed registered financial advisors, giving us the freedom to recommend solutions that align with your unique needs rather than being tied to specific products or strategies. As fiduciary advisors, we are legally and ethically committed to putting your best interests first.

    Your financial success will be achieved by focusing on the path to our four key Wealth Waypoints:
     

    — Financial Planning: Comprehensive strategies for cash flow and retirement.
    — Investments: Tailored portfolios to grow and protect your wealth.
    — Taxes: Minimizing liabilities to maximize after-tax wealth.
    — Security: Estate planning and Insurances to protect what matters most.

     

    This process includes at least one annual review, with regular strategic action items provided in between to keep us moving forward.

     

    Meet Our Team

  • Do I have enough to work with you?

    We work with people from all walks of life. With that, we are a business and must remain viable. Our best fit clients are those who have a minimum of $500,000 to invest. Our ideal clients have built wealth but prefer to leave the management of their finances and retirement planning to experts.

    Don't delay it any longer and reach out to us today to see how far our help we can go.

     

    Reach Out

  • Where is my money held, is it safe?

    Your assets are securely held with Pershing, a subsidiary of BNY Mellon, one of the world's largest and most reputable financial institutions. As of September 30, 2024, BNY Mellon reported over $52 trillion in assets under custody and administration, reflecting its extensive experience and commitment to safeguarding client assets.

     

    Yes. It's safe.

     

    Pershing - BNY

  • What services do you offer?

    Our mission is to help you get the most out of your life by you getting the most out of your money. To do that, we handle our clients:

    — Retirement planning
    — Investment management
    — Tax planning
    — Estate planning
    — Insurance review
    — Cash flow planning
    — Net worth organization

    And everything else needed for you to feel confident and excited about your financial future.

     

    Our Process

  • Are my finances organized in the best way to achieve my goal?

    We help ensure you're on track and that your finances are well-organized to meet your goals.

    With a single login, our account aggregator software gives you a clear visual snapshot of your net worth and how your accounts are properly invested. It also organizes important estate documents — like wills, trusts, and beneficiaries — so everything is accessible and up to date. This streamlined approach makes it modernly easy to stay on top of your financial picture.

  • Do you offer proactive tax planning?

    Absolutely.
     

    Your CPA does a great job accounting for what happened last year. However, they often don’t focus on strategies to minimize your tax liability going forward.

     

    That’s where PATH comes in. We help you see the bigger picture and develop strategies to optimize your spending and saving for better tax efficiency. Of course, you (or your CPA) will still handle the actual filing of your return.

  • How do I turn my nest egg into a paycheck?

    You're unique.

    Turning your life's savings into a retirement income involves creating a sustainable income stream(s). It all depends on your distinct goals, investment profile and where you want life to take you.

    Schedule your free assessment

Safety first 
Individual touch protected by trusted industry giants.

It isn’t enough to simply deliver an excellent portfolio or retirement plan—we want you to feel secure. Through our contractual affiliation with Osaic Wealth as our broker-dealer and with trusted custodians, including Bank of New York Mellon Pershing and National Financial Services, your investments are safeguarded by industry leaders.

Osaic ensures compliance and reliability, while Pershing and National Financial Services provide world-class custody solutions to protect your assets.

Your trust matters deeply, and we remain committed to security, transparency, and excellence. We get it. We’re people just like you.

About OsaicAbout Pershing
Our Process
Our History

If you’ve come this far, lets connect.
Get to talk to real human financial experts. No sales. No b.s. Just a quality introductory conversation.

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Human-first financial planning for people just like you.


"…truly exceptional. They genuinely care about their clients and approach every interaction with heart."

- Henry H.


"…for the first time in my life I actually understand my retirement plan and am looking forward to it."

- Marcia S.


"…knowledgeable, honest and hands-on. They are like having my own personal CFO."

- Charles M.

disclaimer

"PATH Financial Partners has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials."

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