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OnPath Financial

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website onpathfinancial.com
Client types

Overview

OnPath Financial is an independent wealth management firm founded in 2003, focused on delivering comprehensive, client-centric financial advice. The firm provides integrated services across investment management, financial planning, insurance, and business advisory, serving both individuals and business owners. It operates through a collaborative team model, combining in-house expertise with external specialists in tax, legal, and lending. OnPath emphasizes objective, non-proprietary advice and long-term client relationships, supported by a flexible and evolving advisory platform.

Platform Details

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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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