Client Services

Diverse Offerings for Unique and Personal Financial Goals

When life gets complicated, we give clients peace of mind — even if their finances do not. Teaming with CandorPath means that you get unbiased advice from creative, strategic thinkers. We’re here for all stages of your financial life. That’s why we offer non-traditional services like:

Benefit from an investment approach informed by decades of academic research as we combine fundamental indexing and global diversification.

Monitor your investments, track cash flows, and evaluate your net worth through an online dashboard. Enjoy access to our online scheduling, video conferencing, and paperless account opening tools.

No more hidden or surprise fees after consulting. Know the exact cost of working with us and what services that cost will include.

Make the most optimal financial decisions with actionable advice rather than  product-driven mentality.

Share with us what is important to you so we create an orderly framework for understanding trade-offs in a world of limited resources.

Collaborate with an advisory team who will consult with you in all areas of your financial life plan.

Our services are diverse, but our tried-and-true process is how CandorPath brings clients to their destination of financial freedom. We unpack our unique client experience so you understand every step of the process.

Who is Right for CandorPath?

We pride ourselves on our diverse group of clients from all age brackets and stages of life. CandorPath serves the executive looking for smart investments outside the office. We help the active retiree who would like to give back to the community while planning an anniversary vacation. We sit down with the young entrepreneur who wants to lay the foundation for financial success — not just for their business, but also for their family.

Financial freedom can make it possible for you to do what you love, no matter what stage of life you’re in. We want clients who want to build a meaningful relationship with their financial advisors, who want to remove the stress of financial planning, or who want a reliable partner in making dreams come true.

The path to your financial goals can start today.