Michael Schell
CFP®
Pathway Financial Advisors, LLC
Lead Financial Planner
Michael Schell
CFP®
Pathway Financial Advisors, LLC
Lead Financial Planner
I am passionate about helping clients gain clarity and direction around their financial life and what’s most important to them. - Michael Schell, 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.
Michael Schell is a South Burlington, VT fee-only 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 both business owners and high net worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Schell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Michael Schell is passionate about helping individuals and families accomplish their goals while staying true to their values.
Mike’s journey in financial planning began with an internship with a local fee-only financial planning practice while he was pursuing his undergraduate degree. He then spent several years as a Paraplanner and established his own fee-only financial planning practice before joining Pathway Financial Advisors in February 2022.
Mike earned a Bachelor of Science in Business Administration from Saint Michael’s College and holds a certificate in Financial Planning from Bryant University. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.
Mike lives in Colchester with his wife, Emily, and their two cats, Nigel and Wally. Away from his desk, Mike enjoys playing guitar, skiing, and spending time with his family and close friends
Michael Schell 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
-
Michael Schell 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.
-
Michael Schell 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.
-
Michael Schell 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 Michael Schell
Office Locations:
-
2 Market Street
South Burlington, VT 05403
