Pathway Advisors

Our Mission

Pathway Advisors is dedicated to empowering our clients to achieve their financial aspirations. We understand that everyone's financial journey is unique, shaped by individual goals, circumstances, and dreams. Our mission is to be more than just financial advisors; we aim to be trusted partners who guide our clients every step of the way, helping them navigate the complexities of personal finance and confidently secure their future.

Personalized Financial Guidance

We believe that a one-size-fits-all approach to financial planning is ineffective. That's why we prioritize getting to know you, your values, and your vision for the future. We take the time to understand your family dynamics, your career aspirations, and your financial priorities. This in-depth understanding allows us to develop personalized financial strategies tailored to meet your specific needs and objectives.

Building Lasting Relationships

At Pathway Advisors, we foster long-term relationships with our clients based on trust, transparency, and open communication. We are committed to being accessible, responsive, and invested in your success. We view ourselves as your trusted advisors, ready to provide ongoing support, guidance, and expertise as your life evolves and your financial needs change.

Comprehensive Services

We offer a comprehensive range of financial planning services designed to address all facets of your financial well-being, including:

• Retirement Planning: Developing a strategic plan to ensure a comfortable and secure retirement.
• Investment Management: Crafting diversified investment portfolios aligned with your risk tolerance and long-term goals.
• Tax Planning: Minimizing your tax liabilities through strategic planning and utilizing available deductions and credits.
• Estate Planning: Protecting your assets and ensuring your wealth is transferred according to your wishes.
• Insurance Planning: Securing adequate insurance coverage for your family, health, and assets.
• Financial Education: Providing you with the knowledge and tools to make informed financial decisions.

Our team of experienced financial professionals is dedicated to providing sound advice, unwavering support, and personalized attention to help you achieve your financial goals and build a brighter future.

Our Team

Our team consists of highly qualified and experienced financial professionals who are passionate about helping our clients succeed.

• M. Ian Dunlap, CPA, CFP: A certified public accountant (CPA) and certified financial planner (CFP), Ian brings a strong foundation in accounting, tax planning, and financial planning. He has a proven track record of helping individuals and businesses navigate complex financial challenges.
• Jeff Wiyninger, CFP, PPC: Jeff is a Certified Financial Planner (CFP) and a Personal Planning Certificate (PPC) holder, specializing in retirement planning and investment management. He is dedicated to providing personalized investment strategies tailored to each client's unique needs and goals.
• Ginny Leon: Ginny's expertise in client relations and administrative support ensures a smooth and efficient service experience for our clients.
• Verenice Gomez: Verenice plays a vital role in maintaining the accuracy and integrity of client data and financial records, ensuring that we always provide the highest level of service.

We are committed to providing our clients with the knowledge, support, and personalized guidance they need to make informed financial decisions and achieve their long-term financial well-being.