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Let Us Help Navigate Your Financial Path

Personal financial advice and individual wealth strategies are just the beginning.

Your Goals, Our Strategies

Let us help you develop a plan to conquer your financial mountains.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our individualized strategies will help you feel confident and secure in reaching your goals.

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  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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  • Budget Counseling

    Financial freedom is not out of reach. We'll help you set up and implement a Spending Plan that will put you back on track.

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  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

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Meet Our Team

Our dedicated, caring, and cooperative team is ready to assist you.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Our Approach

Meet & Dream

We create strategies that are tailored to your needs and goals.

Teach & Plan

Years of experience have prepared us to guide you through all of life's transitions.

Monitor & Relax

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.


About Us

Pathway Financial Group is a comprehensive financial planning company primarily serving Lancaster County as well as neighboring Berks and Lebanon counties. We believe that getting to know you on a personal level will help us determine what will best suit your needs. Whether you are an individual, family, pre-retiree, recent college graduate, small business owner, or anything in between the Pathway team has the tools and knowledge to help you reach your financial goals!

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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Immediate vs. Deferred Annuities

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