Your work hard to put others on the right path......it's time you work with a financial firm that does the same for you.Financial Planning, Wealth Management, and Investment Advising Services for Educators
We Care About Teachers & Professors...About Our ClientsPathworks Financial is an independent, Fee-Only fiduciary that works with all working professionals.
We specialize in custom client relationships and work with clients on their terms. We have nothing to sell, only our advice, experience and knowledge...
Just like you.
...Because We're Instructors TooAbout Our FounderOur founder Robert Schmansky has a history of instructing. For over 15 years he has taught undergrad and post-graduate courses in portfolio management, income tax, and economics. He has also taught community college courses and the required classwork for financial professionals seeking Certified Financial Planner CFP certification.
FiduciaryAs a fiduciary, we represent your interests first.A fiduciary carries the highest duty by law to another. We welcome that level of care in our client relationships.
Unlike a licensed financial advisor or your 403(b) provider, we have a duty to tell you what is in your best interest, and not just want may be acceptable or suitable.
CompetenceOver a decade of experience with teachers, and national recognition.Our founder has over a decade of work in personal financial planning, and being an adjunct college instructor, knows the concerns and planning opportunities for teachers and professors.
