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FlightPath Financial Advisors, LLC

EST. AUM
$500,000,000

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Firm Details

Metro area Portland, OR
CRD Number 170414
Website flightpathfa.com
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Overview

FlightPath Financial Advisors, LLC is an independent SEC-registered investment advisory firm headquartered in Portland, Oregon. The firm provides fiduciary wealth management, investment advisory, retirement planning, tax-aware planning, estate planning coordination, and financial planning services for individuals, families, executives, and business owners. It employs a goals-based advisory process and delivers customized portfolio management aligned with clients' long-term financial objectives. The firm operates on a fee-only fiduciary model and emphasizes objective advice and ongoing client relationships.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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