Forged Path Wealth Advisors LLC

EST. AUM
$0

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Firm Details

Metro area Philadelphia
CRD Number 339624
Website forgedpathwealth.com
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Overview

Forged Path Wealth Advisors LLC is an independent, fee-only registered investment adviser based in Blackwood, New Jersey. It provides investment management, wealth management, ongoing and project-based financial planning, retirement planning, tax planning, estate-planning coordination and business-startup guidance. The firm primarily works with individuals and families, tailoring advice to each client’s goals, risk tolerance, investment horizon and tax circumstances. Its investment portfolios may use stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, cash equivalents and independent outside managers. Its service model includes discovery, customized planning, implementation, regular portfolio reviews and ongoing monitoring. Michael Saler serves as president, founder, principal owner and chief compliance officer, and the firm’s New Jersey registration became effective in June 2026.

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See in Dakota

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See in Dakota

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Address

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

Forged Path Wealth Advisors LLC

Platform Details

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