Dedicated Financial Advisors

Financial Advisors

Every GlidePath client has a dedicated financial advisor.

You need high quality financial advice and services you can trust.

You need a dedicated financial advisor who knows you and your circumstances, requirements, goals, and tolerance for risk.

It is role of your advisor to deliver the right GlidePath Wealth Management service(s).

Planning

When applicable, your advisor is responsible for the development and delivery of a financial plan that facilitates the achievement of your financial goals.

Advisor Network

GlidePath does not employ or license its own advisors.

Specific advisors are authorized to provide GlidePath’s wealth management services to their clients.

Vetted Advisors

All of the advisors in the Network have been vetted by GlidePath:

  • Credentials: Education, experience, certifications
  • Ethics: Compliance record, fiduciary status

GlidePath Clientele

All GlidePath clients have relationships with advisors in the Network. It is not possible for investors to contract with GlidePath direct.

Best of Both Worlds

You benefit because you have a dedicated advisor providing ongoing financial advice that is fully integrated with GlidePath’s wealth management services.

Advisor Services

The firms that employ or license the advisors are also responsible for administrative services that include:

  • Custody of client assets
  • Transactions
  • Reporting

For example, We believe you deserve monthly reports, online access to portfolio data, and quarterly reviews with your personal financial advisor.

Free Guide: Your Guide for Selecting the Best Financial Advisor

Hiring the best financial advisor for your financial future is one of the most important decisions you can make. Our free guide provides you with an objective process to use when interviewing advisors.