JD, CFP®, CDFA®, CeFT®
Pathway Financial Advisors, LLC
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.
Lori Lustberg is a South Burlington, VT fee-only financial planner. Lori specializes in working with women facing a life transition who seek to become financially empowered and take charge of their destiny, and couples who value a long-term relationship with a financial planner.
Pathway Financial Advisors, LLC, provides comprehensive financial planning including estate planning and tax planning, as well as investment management, and retirement planning to help high net-worth clients organize, grow and protect their assets through life’s transitions.
As a fee-only, fiduciary, and independent financial planner, Lori Lustberg is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Lori Lustberg joined Pathway in March 2019 and brings over a decade of combined experience in the financial and legal fields.
Prior to joining Pathway, Lori was the principal of Lori Lustberg, Esq., LLC, providing mediation and divorce financial planning services to individuals and couples. Through her personal and professional experiences, Lori witnessed the power of financial planning to transform lives, which inspired her to make a mid-life career change to focus mainly on life-long financial planning relationships.
Lori is passionate about working with high-net-worth women facing a life change (such as divorce, widowhood, a career shift, empty nest or retirement), who seek to become financially empowered and take charge of their destiny.
One of Lori’s specialties is long-term financial planning for high-net-worth couples, bringing a unique breadth and depth of experience as a former financial mediator. Couples who work together with a financial planner are much more likely to enjoy a happy, healthy partnership. It is one of the best investments you can make in your long-term happiness as a couple.
Lori Lustberg 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.
Pathway Financial Advisors, LLC, (Pathway) is an independent, fee-only, financial planning and investment management firm. As a fiduciary, we act in our clients' best interests. Our fees are completely transparent, we sell no products and receive no commission or referral fees. We specialize in working with individuals and families who are looking for ongoing guidance with various aspects of their financial lives, value a long-term relationship with a financial advisor, have accumulated $1,000,000* or more of investable assets and seek support in the management of their investments.
Our team members include seven CFP® professionals, a CPA, an attorney, and a CFA® Charterholder. Our diverse and complementary skill sets, together with decades of combined experience, allow us to provide exceptional personalized service in numerous areas. We intentionally maintain a low client-to-advisor ratio allowing us to develop and nurture meaningful relationships with our clients.
We currently serve over 250 Individuals and Families with over $600M in assets under management.
*Project-based financial planning may be available depending on advisors' capacity
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Integrated Financial Planning
- Retirement Income Planning
- Investment Management
- Generational Wealth Planning
- Tax Planning
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations (Inheritance)
- Investable Assets Generally over $1M
- In-Office or Virtual Meetings
- Clearly Defined Fees
- Collaborative Approach
- Complimentary Initial Meeting
- Integrating Finance and Life
Professional Designations & Affiliations
Lori Lustberg is a NAPFA-Registered Financial Advisor
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.
Lori Lustberg is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Lori Lustberg is a Money Quotient Trained Financial Advisor
Money 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.
Lori Lustberg is a Certified Financial Transitionist® (CeFT™)
A Financial Transitionist® is a professional with an established career in the financial services industry who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. Financial Transitionists® have a rich and comprehensive understanding of how people subjectively experience change, and are able to co-create their highest outcomes with them.
Contact Lori Lustberg
2 Market St
South Burlington, VT 5403