We Built This Firm Because the Alternative Wasn't Good Enough

Freedom Path Wealth exists for one reason: to give tech executives and entrepreneurs the kind of integrated financial planning that actually matches the complexity of their lives.

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Why This Firm Exists

Most financial advisory firms are built around one thing: managing investment accounts. They’re good at that. We are too. But what those firms are not built for is the specific, tangled, high-stakes financial reality of a tech executive with significant equity compensation, a business owner whose personal and business finances are deeply intertwined, or a client navigating a liquidity event with a narrow window to get the decisions right.

The people we work with don’t need someone to pick funds. They need someone whose job is to coordinate every dimension of their financial life, tax strategy, investment decisions, estate planning, risk coverage, retirement income planning, so that nothing falls through the cracks and every decision is made with the full picture in mind.

Our Approach to Coordinated Wealth Planning

Real financial planning is not about one product or one account. It starts with structure, then moves into protection, optimization, and long-term decision-making.

Coordination First

We believe a financial plan is only as good as its coordination. Tax decisions affect investment decisions. Compensation structure affects how much you keep. Insurance gaps affect what your estate is actually worth. Retirement income planning determines whether your wealth funds your life or just looks impressive on a statement.
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Plan Before Product

We work across all of those areas, with the same team, under one roof. We offer plans and we offer products. What we don't do is lead with a product before we understand the plan. Every recommendation we make is tied to a specific goal in a specific strategy, not a quota or a commission.
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Selective by Design

We also believe in being direct about who we're a fit for and who we're not. We work with a small number of clients deliberately, because the depth of planning we do requires full investment in every relationship. That selectivity isn't about exclusivity. It's about quality of work.
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Our Focus

Freedom Path Wealth specializes in retirement income planning, tax strategy, and the unique financial complexity that comes with tech executive compensation and entrepreneurial wealth. We work specifically with:

  • Tech executives and senior professionals with household incomes of $500,000 or greater
  • Entrepreneurs running businesses generating $1M or more in revenue
  • Clients with $500,000 or more to invest following a business sale, inheritance, or other liquidity event
If you're in one of those categories and your financial picture hasn't kept pace with your success, we'd like to talk.

Meet the Team

The people behind Freedom Path Wealth bring experience in financial planning, tax strategy, and wealth management for high-income professionals and business owners. We’re small by design, because the work we do requires real relationships, not a client service model built around volume.

Get to Know Our Team

Build a Financial Strategy That Supports Real Freedom

If your income has grown but your financial strategy hasn’t kept pace, it’s worth having a conversation. Freedom Path Wealth works with a small number of clients who are ready for a coordinated approach — one that accounts for taxes, investments, risk, and long-term income all at once. Apply today to see if we’re the right fit for where you are and where you’re headed.

Apply to See If We're a Fit
Neither MML Investors Services, LLC, Freedom Path Wealth, nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Results vary based on individual circumstances and are not indicative of future results. Securities and investment advisory services offered through MML Investors Services, LLC. Member SIPC.