Why is working with Your Best Path different from working with other Financial Planners or "Wealth Managers?"

First of all, I hate the self-important fake title "Wealth Manager." It's meant to convey a sense of exclusivity that strokes the ego of people who are so proud that they can afford to pay a ton of money for someone to watch their money. Many of my clients are wealthy, but I find that they recognize that making it big in America requires 3 things: hard work, great colleagues, and luck.

We know you didn’t come to a financial planning website because you needed a few laughs. However, most of my clients tell me that our interactions are actually enjoyable. I am very serious in my planning, but I am just a person who, like you, likes to have fun and laugh with clients while laughing at myself. I truly like my clients and can go from having a serious planning conversation and immediately transitioning to sharing a beverage and joking with them right afterward. If you’re looking for the stereotypical financial advisors you see with suits on TV Commercials or in Washingtonian Magazine, I'm probably not the best fit for you.