Jim is a NAPFA registered Fee Only Financial Advisor and the founder and owner of Financial Pathways, an independent financial planning firm with offices in Flanders (Warren/Sussex/Morris), Bridgewater (Somerset/Hunterdon) and Cranbury (Monmouth/Middlesex/Mercer) New Jersey.
As a Fee Only Advisor, we are committed to helping our clients make sound financial decisions which are consistent with their life goals. We do not sell any financial products - only advice.
Unlike many advisors, we make our advice available to anyone who needs it - we do not impose asset minimums, and do not require clients to invest funds with us in order to access our services. We accept hourly fee as well as traditional investment management engagements.
Platforms like NerdWallet are excellent learning platforms, but everyone’s financial situation is unique. We believe that personalized advice from a CFP who can dig a little deeper and help you make the best decision based on your unique situation and needs is well worth the fee you may pay. Financial planning should not be a service reserved only for the wealthy! If you can’t make it to one of our convenient offices, we may be able to work with you via phone / web conference.