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Financial Advisors & Insurance Agents in Lancaster County, PA

Serving Lancaster, Lebanon & Reading, PA

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Helping you find your pathway to Financial Freedom so you can enjoy today without worrying about tomorrow.


Investments | Retirement Planning | Budget Counseling | Insurance 

Estate Planning | Wealth Management


Schedule a Meeting

Let Us Help Navigate Your Financial Path

Pathway Financial Group helps individuals and small businesses by providing comprehensive, individualized financial planning services near Ephrata, PA.

Wealth management, investment & retirement advisory services, and personal/group insurance are just the beginning.

Explore Our Services

Our Approach

Meet & Dream

Meet & Dream

We create investment and insurance strategies that are tailored to your needs and goals. Meet over the phone or in person at your location or our office - whatever’s most convenient for you!

Schedule a Meeting »

Teach & Plan

Teach & Plan

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

Monitor & Relax

Monitor & Relax

Enjoy the peace of mind in knowing your Pathway Group Representative is implementing and monitoring the plan you created together. 

About Us

Pathway Financial Group is a comprehensive financial planning company primarily serving Lancaster, PA and neighboring Berks and Lebanon counties.

Our financial consultants and insurance agents believe that getting to know you on a personal level will help us determine what will best suit your needs. We provide custom financial advice for your situation. Whether you are an individual, family, pre-retiree, planning for college, 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!

Contact Us

Meet Our Team

Our dedicated, caring, and cooperative team of financial consultants in Lancaster are ready to assist you.

Alec Jones

Alec Jones

Financial Advisor

(717) 690-1335

Gloria Martin

Gloria Martin

Administrative Assistant

(717) 690-1335

Matthew  Marte

Matthew Marte

Financial Representative

(717) 336-3836

(717) 354-8202

Melody Asper

Melody Asper

Administrative Assistant

(717) 690-1335

Rebecca Hennessy

Rebecca Hennessy

Financial Representative

(717) 344-5636

Pathway Financial Group Relocates to Accommodate Growth

Pathway Financial Group Relocates to Accommodate Growth

Starting July 1st 2020, Pathway Financial Group began operating out of our new office location at 860 N Reading Road, Ephrata, PA 17522.

The new office is only a few minutes from their former location at the Olde English Village along Church Street in Denver, PA. The new location will have prime visibility along Route 272 as commuters travel north of the Ephrata area...

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Visiting our office? Here’s how to get here…

Our financial consultants and insurance agents are also available to meet at a location of your choosing or virtually by phone. Schedule a time here.

Our office is conveniently located along Route 272 between Lancaster and Reading, PA.


If you're looking for financial planners in Lancaster, PA or the surrounding area, we welcome the chance to serve you!
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