Our Guidance.
Your Journey.

An Ensemble Approach to Financial Planning

CandorPath Financial was formed as an ensemble financial planning practice with the intent to provide advice-based solutions for a vast range of financial services, maintain a disciplined approach to objectivity and honesty, and equip clients with the knowledge they need to achieve their version of financial success.

Made up of two CERTIFIED FINANCIAL PLANNERS™, an Enrolled Agent and a Chartered Financial Analyst (CFA), CandorPath Financial provides services to help clients in all phases of their lives. We value honesty, removing all conflicts of interest, and charge clients a clear, fair fee for our services.

Our Unique Client Experience

CandorPath exists to provide a collaborative, team-based experience to clients. We treat each client as the individual they are, and our financial plans fit their unique needs. We treat our clients like family. With CandorPath, you get a relationship-driven approach — one that, like your investments, is made to last.

Over the course of a lifetime, the average person will walk more than 216 million steps. Let us help you find your stride with purpose so you can devote your time to enjoying life’s journey.

Check Out Our Podcast

The Above Board Podcast is filled with honesty, transparency, and a little bit of humor. Hosted by TheRichB, Matthew Marcoux, CFP®,  and John Kennedy, CFP®.