Broker Check

Investment Advisors in Lancaster, PA
Serving Lancaster, Lebanon & Berks Counties in PA

Investment Management is important because what is in your portfolio needs to be communicated clearly and looked at often. Everyone's investment portfolio should be unique and diversified to match risk tolerance and specific desires. Pathway Financial Group's advisors will take the time to look at all your accounts and make sure your overall portfolio matches your needs.

<b>Investment Products &#38; Services Types</b>

Investment Products & Services Types

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

  • Asset Management
  • Mutual Funds 
  • REITs 
  • ETFs
  • Stocks
  • Bonds
  • Etc
<strong>Overview of Account Types</strong>

Overview of Account Types

How Pathway Can Help

Whether it involves taking over and simplifying current accounts, or making suggestions to start new ones, we are only a message or phone call away from helping with your investment planning needs. At your review meetings, we will use special software to run a portfolio analysis and make the changes necessary to improve or otherwise adjust assets to match your current world outlook.

Visit us virtually or in-person. If it's more convenient, we can come to you!

Our Team of Investment Planners & Advisors

Interested in reviewing investments in person in Lancaster County, PA?

Our insurance agency has multiple offices located in New Holland, Willow Street and Ephrata, PA.

We're happy to meet with you virtually, or in-person at a place of your choosing.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Investment Resources

5 Smart Investing Strategies

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.
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Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.
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Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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