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

Matthew  Marte

Matthew Marte

Financial Representative

(717) 336-3836

(717) 336-1648

Deborah  Stetter

Deborah Stetter

Client Services Specialist


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

Our insurance agency office is located in 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

How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
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When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.
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