Pathway Financial Planning

Financial Services • West Chester, Ohio, United States • 1-10 Employees

Company overview

Headquarters	9078 Union Centre Blvd, Suite 350, West Chester, Ohio 45069, US
Website	pathwayplanners.com
NAICS	52
SIC	628
Keywords	Estate Planning, Client Relationships, Social Security, Tax Strategies, Comprehensive Retirement Planning, Nest Egg Distrobutions
Founded	2013
Employees	1-10

Key Contact at Pathway Financial Planning

Ben Harvey

Financial Planner / President

Pathway Financial Planning Email Formats

Pathway Financial Planning uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@pathwayplanners.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@pathwayplanners.com	66.7%
{first name}{last name}	johndoe@pathwayplanners.com	33.3%

About Pathway Financial Planning

Ben Harvey is an investment advisor representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Pathway Financial Planning, Inc. is not affiliated with USA Financial Securities. Please review a copy of our Commenting Guidelines at: https://www.usafinancial.com/investors/commenting-guidelines. Retirement planning requires many decisions about many things. Too often, one decision can have a huge impact on another. When helping clients plan for retirement, we take a comprehensive approach on how to distribute what you want in retirement in the most efficient manner possible. Things we will explore together are: income needs & wants, an income plan, social security choices, pension options, survivor needs, tax efficiency, long-term care risks, risk appetite, investment stress testing, estate planning, and more. We believe retirement success is strongly linked to identifying purpose for any financial decision you make in retirement. As your fiduciary, we pride ourselves in helping you make wise, coordinated, and informed decisions with purpose and confidence.

Pathway Financial Planning revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Pathway Financial Planning has never raised funding before.

Pathway Financial Planning Tech Stack

Discover the technologies and tools that power Pathway Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Pathway Financial Planning is located in West Chester, Ohio, US.

Pathway Financial Planning was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Pathway Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Pathway Financial Planning

Ben Harvey

Financial Planner / President

4.8

40,000 users