We are Life Path Wealth Advisors, an independent financial firm, located in our home town of McKinney, Texas. Our goal at Life Path Wealth Advisors is to assist you in developing strategies to help you save, invest and work towards protecting your finances. We want to see you through life's challenges and opportunities.
We accomplish this by gaining a deep understanding of what matters most to you. This knowledge allows us to set a course to get you where you want to be today while creating a foundation for tomorrow. We have been providing financial services to the Dallas-Fort Worth area, as well as, the great state of Texas and beyond for over 45 years combined and we would honor the opporturnity to become your trusted advisor and help you follow your own path.
We accomplish this by gaining a deep understanding of what matters most to you. This knowledge allows us to set a course to get you where you want to be today while creating a foundation for tomorrow. We have been providing financial services to the Dallas-Fort Worth area, as well as, the great state of Texas and beyond for over 45 years combined and we would honor the opporturnity to become your trusted advisor and help you follow your own path.
Services
We recognize and celebrate that we each choose our own path. As you follow the road ahead of you, Life Path Wealth Advisors will be there to help you make smart financial decisions. By helping you anticipate and adapt to life events that are sure to come, you can be confident in the road ahead. We believe that personalized service contributes to success, and that always doing the right thing helps smooth the bumps in the road.
Bill has been in the Financial Services Industry since 1996. Prior to that, Bill was in accounting for 20 years where he started with a big eight firm and held various accounting management positions in municipal government and the retail industry. Bill currently holds his FINRA securities registrations, * Series 6, 7, 63, and 65, as well as his general insurance license.
As financial advisors, our job is to show you how to build your wealth. And as your guide along life's financial pathways, we strive to bring you advice and direction. We value people over money, integrity over profit, and simplicity over complexity by striving to uphold the following principles - every day, with every decision, and in every situation.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Life Path Wealth Advisors experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.
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