Our Clients
Partnering with Clients Across Every Life Stage
At Retirement Path Advisors, we pride ourselves on the relationships we’ve created and the diverse range of clients we serve. Clients from all walks of life rely on our perspective and service. Whether you’re at the beginning of your investment journey, reimagining a retirement, or anywhere in between, it’s our mission to serve with trust and integrity.
Who We Work With
80% of our clients fall into 3 primary categories: pre-retirees, individuals with a net worth above $3M and households whose investable assets are overweight in pre-tax accounts. To be an ideal client for our planning approach and services, if any ONE of the above is applicable, we are confident that we can provide clear value.
The remaining 20% of our clients are made up of small business owners, public employees, and employees of employee-owned businesses- as there are unique benefits and strategies specific to this demographic.
High-Net Worth Individuals
Learn moreESOP Employees
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Lets get Started on your financial strategy
If you’re ready to have a meaningful conversation about your financial goals, an introductory phone call is the best way to start