Helping you find your pathway to Financial Freedom so you can enjoy today without worrying about tomorrow. Pathway Financial Group helps individuals and small businesses by providing comprehensive, individualized financial planning services near Ephrata, PA. Wealth management, investment & retirement advisory services, and personal/group insurance are just the beginning.
We create investment and insurance strategies that are tailored to your needs and goals. Meet over the phone or in person at your location or our office - whatever's most convenient for you! Enjoy the peace of mind in knowing your Pathway Group Representative is implementing and monitoring the plan you created together.
We create investment and insurance strategies that are tailored to your needs and goals. Meet over the phone or in person at your location or our office - whatever's most convenient for you! Enjoy the peace of mind in knowing your Pathway Group Representative is implementing and monitoring the plan you created together.
Services
Whatever your dreams may be; having a cabin in the mountains for you and your family to enjoy, making college for your kids more affordable, retiring in the Keys or simply getting out of debt - we want to help make those dreams a reality. We'd love to meet with you and learn about your goals. Schedule a time here.
Starting to save for retirement. You need to know how much money to invest monthly and where to invest it in order to retire by a certain age. Rolling over retirement accounts. You recently left employment and now need to roll over a company retirement account (for example, a 401(k)) into an individual retirement account (IRA).
We offer a wide array of financial products, but we're not going to recommend something for you unless it specifically fits within your plan to help achieve your goals. When we suggest a financial product for you, we'll educate you on what it is and explain to you why and how it will help you achieve your financial goals.
Investment Management is important because what is in your portfolio needs to be communicated clearly and looked at often. Everyone's investment portfolio should be unique and diversified to match risk tolerance and specific desires. Pathway Financial Group's advisors will take the time to look at all your accounts and make sure your overall portfolio matches your needs.
When people hear the phrase "retirement planning" they often think of those closer to retirement age, or maybe those who have more than enough money to invest. Retirement planning is something EVERYONE can benefit from. In fact, the earlier you start the planning process and get a plan in place, the sooner your money can start working for your future.
Reviews (10)
Susan Gernert
Jun 02, 2021
Report
Dennis Miller
Dec 29, 2020
Report
Heather Meyer
Dec 22, 2020
Report
I was struggling trying to figure out my personal and work-related investments. I found Pathway Financial on a Google search and I could not be happier with my choice. Brian is an expert in his field and all around great person to work with. He looked into my case, provided feedback that was simple to understand and gave me the confidence that my family will be taken care of. I am extremely satisfied with Brian and his team and would highly recommend them!
Jamie G.
Dec 12, 2020
Report
COVID-19 is a very scary time for all of us now… I wanted to make sure my family was taken care of if something were to happen. Was recommended to Brian Asper through a colleague I work with at the hospital. Brian took the time to come out to our farm and talk with us. We went over our financial history and what current investments we have with our current employers. We discussed our goals and retirement aspirations. Brian was never pushy and always presented a precise plan for investing. We invested in mutual funds, life insurance and an IRA. We are very happy with the results that we have seen
Samuel Groff
Aug 01, 2020
Report
I have invested with Brian Asper since 2014. He and his group do a great job of handling all the details and making the process seamless! He was able to give me advise and help me decide on the best investment to help my family reach our finacial goals. I would highly recommend Brian and Pathway Financial Group for all of your investing and life insurance needs!
Kim Vulopas
Dec 14, 2019
Report
My husband and I have worked with Brian for over 15 years. Throughout the years he has met with us regularly and updated our financial strategies and investments as our goals and needs have changed. Brian is a great listener with high integrity and values. He has always offered sound financial advice and we would highly recommend Brian and Pathway Financial Services.
Jordan Weber
Dec 07, 2019
Report
I've been working with pathway financial group for many years now. I've always appreciated the time they invested into me personally. They always took the time to explain things clearly. I never had any pressure put on me to make quick decisions. I would recommend them to anybody. They are very knowledgeable and professional in all that they do. If you're on the fence just go in sit down and talk to them, you'll realize you made the right choice. They are very easy to talk to and not intimidating at all. They can help you make sense of everything. Ask for Brian!
Timothy White
Oct 08, 2019
Report
Brian has helped me with retirement and financial planning for at least 15 years now. More recently, he helped me update our term insurance policies. What I enjoy about working with Brian is that he didn't just try to sell me the biggest policies I could afford. He used his knowledge of my family's and my goals and his knowledge of our investments and strategies to get us policies that are compatible with and coincide with our retirement goals. I know I can trust his judgment because I know I can trust his character. He is a great guy to work with.
Carl Lefever
Sep 30, 2019
Report
I've worked with Brian Asper and his team at Pathway Financial Group for the last few years. Brian has helped with both personal financial planning as well as financial planning for our small business. He helped us setup a life insurance plan, a Roth IRA and the simple IRA plan for our employees. He's also provided invaluable advice regarding our healthcare plans, savings plans and longer term investment planning. Brian and his team are super responsive to questions, than you for your superior service!
Bob Beidler
Jun 25, 2019
Report
Brian was recommended to me over 15 years ago, just as he was starting his own independent business, and I have been working with him ever since. Brian has been instrumental in implementing my families financial goals and strategies. He developed specific plans for our children's college funds, rolling over existing IRAs from previous jobs, starting new traditional and Roth IRAs for my wife and I, life insurance and long term care planning, plus he advises on my current 401k even though he doesn't have a vested interest in it. We have quarterly review meetings plus Brian is available at other times
