Our Story | CandorPath

Financial Planning Redefined:

The Ensemble Approach

Some stories begin with a defining moment in time, a new discovery or a realization that change is necessary to succeed. Our story started with a little bit of each.

After years of working as independent financial planners, we were inspired by the teachings of Philip Palaveev, author of The Ensemble Practice. While we had worked together for more than 10 years and relied on each other's breadth of financial knowledge, we realized that clients would benefit from a partnership where the goals were aligned, diversity was celebrated, and objectivity was paramount.

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™ and a Public Accountant, 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.

We have learned many things in our combined 35 years in the financial services industry. Of all of these things, we have learned collaboration is the key to success. “Teamwork is the secret that makes common people achieve uncommon results.” Ifeanyi Onuoha

That's our story; what's yours?

Sincerely yours,

Financial Planning Redefined:

The Ensemble Approach

Some stories begin with a defining moment in time, a new discovery or a realization that change is necessary to succeed. Our story started with a little bit of each.

After years of working as independent financial planners, we were inspired by the teachings of Philip Palaveev, author of The Ensemble Practice. While we had worked together for more than 10 years and relied on each other's breadth of financial knowledge, we realized that clients would benefit from a partnership where the goals were aligned, diversity was celebrated, and objectivity was paramount.

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™ and a Public Accountant, 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.

We have learned many things in our combined 35 years in the financial services industry. Of all of these things, we have learned collaboration is the key to success. “Teamwork is the secret that makes common people achieve uncommon results.” Ifeanyi Onuoha

That's our story; what's yours?

Sincerely yours,

John Kennedy, CFP®

Co-Founder

john@candorpath.com    

Success isn’t just about what you accomplish in your life, it’s about what you inspire others to do.” As Co-Founder, John’s passion is driven by a deeply-rooted desire to help others. While pursuing his education at the University of Central Florida, he decided exactly how he was going to align his passion with his profession. Immersing himself in the world of financial planning, John has spent over a decade motivating others toward their vision for financial success.

John Kennedy, CFP®

Co-Founder

john@candorpath.com 

Success isn’t just about what you accomplish in your life, it’s about what you inspire others to do.” As Co-Founder, John’s passion is driven by a deeply-rooted desire to help others. While pursuing his education at the University of Central Florida, he decided exactly how he was going to align his passion with his profession. Immersing himself in the world of financial planning, John has spent over a decade motivating others toward their vision for financial success.

John Kennedy, CFP®

Co-Founder

john@candorpath.com    

Success isn’t just about what you accomplish in your life, it’s about what you inspire others to do.” As Co-Founder, John’s passion is driven by a deeply-rooted desire to help others. While pursuing his education at the University of Central Florida, he decided exactly how he was going to align his passion with his profession. Immersing himself in the world of financial planning, John has spent over a decade motivating others toward their vision for financial success.

Matthew Marcoux, CFP®

Co-Founder

matt@candorpath.com  

Not many kids grow up thinking they want to work in finance. From an early age, Matt knew he wanted to do something that made a positive impact on people's lives. This desire, coupled with his passion for finance and an inherent desire to understand how things work, led Matt to this very fulfilling career.

Matthew Marcoux, CFP®

Co-Founder

matt@candorpath.com 

Not many kids grow up thinking they want to work in finance. From an early age, Matt knew he wanted to do something that made a positive impact on people's lives. This desire, coupled with his passion for finance and an inherent desire to understand how things work, led Matt to this very fulfilling career.

Matthew Marcoux, CFP®

Co-Founder

matt@candorpath.com  

Not many kids grow up thinking they want to work in finance. From an early age, Matt knew he wanted to do something that made a positive impact on people's lives. This desire, coupled with his passion for finance and an inherent desire to understand how things work, led Matt to this very fulfilling career.

Trevor Wells

Public Accountant

trevor@candorpath.com 

Trevor Wells brings over 8 years of tax and financial consulting expertise to CandorPath Financial. As a public accountant and MBA candidate, Trevor has an extensive background in both tax and audit. Throughout his diverse career, Trevor has leveraged his accounting background to become more specialized in financial consulting for businesses and individuals.

Trevor Wells

Public Accountant

trevor@candorpath.com 

Trevor Wells brings over 8 years of tax and financial consulting expertise to CandorPath Financial. As a public accountant and MBA candidate, Trevor has an extensive background in both tax and audit. Throughout his diverse career, Trevor has leveraged his accounting background to become more specialized in financial consulting for businesses and individuals.

Trevor Wells

Public Accountant

trevor@candorpath.com  

Trevor Wells brings over 8 years of tax and financial consulting expertise to CandorPath Financial. As a public accountant and MBA candidate, Trevor has an extensive background in both tax and audit. Throughout his diverse career, Trevor has leveraged his accounting background to become more specialized in financial consulting for businesses and individuals.