Knowledge is power:
Learn how to select the best financial advisors

Our Books

The most expensive commodity on earth is bad financial advice.

This makes your selection of an investment advisor one of the most important financial decisions you will ever make.

The right decision will pay dividends for the rest of your life. The wrong decision will create unnecessary risk.

We believe the decision is so important we have written two books on the topic:

  • Who’s Watching Your Money? (Wiley & Sons, 2003)
  • 5 Steps for Selecting the Best Financial Advisor (Amazon, 2018)

Best regards,

GlidePath Wealth Management

One of our co-founders wrote this book in 2003 after a friend of his lost 65% of his retirement assets in the stock market crash of 2000-2002.
A GlidePath co-founder co-wrote this book to help investors use the Internet to find, research, and contact top quality financial advisors. The book achieved best seller status in its first 30 days on Amazon.
The Remarkable Metamorphosis of Target Date Funds
Fiduciary Handbook for Understanding and Selecting Target Date Funds: It’s All About the Beneficiaries by Ron Surz (2014-08-02)

Here’s a summary of what we know about the Biden-Harris agenda and the challenges facing this administration that we need to know about — but don’t.