Jonathan Smith
CFP®
Pathway Financial Advisors, LLC
Lead Financial Planner
Jonathan Smith
CFP®
Pathway Financial Advisors, LLC
Lead Financial Planner
Empowering you to clearly define your version of success, maximize your resources and live a meaningful and purposeful life. - Jonathan Smith, CFP®
The goal of all professionals at Pathway Financial Advisors is to illuminate clients' paths and provide support for the discovery and pursuit of fulfilling lives. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.
Jonathan Smith is a South Burlington, VT fee-only financial planner.
After spending years helping thousands of Vermont teachers and State Employees invest for retirement, Jonathan joined Pathway Financial Advisors for the opportunity to forge deep relationships with clients looking to be intentional about living their best possible life with the resources available to them. Pathway Financial Advisors, LLC provides comprehensive and objective financial planning and investment management, guiding the individuals & families it serves through life’s transitions.
As a fee-only, fiduciary, and independent financial planner, Jonathan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice
Jonathan Smith has over 20 years of experience serving individuals and families as they plan & invest for the future. Working with countless families over the past two decades, he has seen the power of making intentional financial decisions. He enjoys learning about the psychology of money and the evolving art and science of financial planning.
Jonathan holds a certificate in Financial Planning from The American College, as well as a Bachelor of Science in Nutrition and Dietetics from the University of Vermont. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.
Prior to joining Pathway Financial Advisors in February 2018, Jonathan worked as a Retirement Plan Advisor serving participants in Vermont’s state-sponsored retirement plans.
Jonathan lives with his wife and their two children in Richmond, VT. He enjoys spending time with his family, skiing, and exploring the outdoors. He also enjoys volunteering with local community organizations, including Richmond Little League, The Richmond Land Trust, and Cochran’s Ski Area.
Jonathan Smith is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Your experience with Pathway
As your guide through the maze of life, we help you continually define financial objectives and execute actions that move you toward your desired economic outcomes.
Whether your goal is to put your children through college debt-free, build a business that provides enduring financial security for your family, or ensure you do not become a financial burden on others, we will help you reach financial success.
- All client relationships start by asking questions and gathering data to understand the complete picture of your finances.
- Milestones are identified to create a financial mission
- Adjustments are continuously made to progress your financial strategy, customize your portfolio, and reach your goals.
- Measurements inform how to mitigate the impact of unexpected hurdles or surprises
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Integrated Financial Planning
- Retirement Income Planning
- Investment Management
- Generational Wealth Planning
- Personal CFO
- Estate Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations (Inheritance)
- Investable Assets Generally over $1M
Working Together
- In-Office or Virtual Meetings
- Clearly Defined Fees
- Collaborative Approach
- Complimentary Initial Meeting
- Integrating Finance and Life
Professional Designations & Affiliations
-
Jonathan Smith is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Jonathan Smith is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Jonathan Smith is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
Contact Jonathan Smith
Office Locations:
-
2 Market St
South Burlington, VT 5403
