Pathway Financial Design, LLC is an independent planning firm specializing in multigenerational financial planning, tax planning, and investment management. Our goal is simple: helping people develop a plan as if they will live forever while embracing today’s opportunities and milestones with confidence. With over two decades of serving families, we are proud to say that Pathway Financial Design is now serving four generations—grandparents, parents, children, and grandchildren. Our clients include families, small business owners, and people heading toward retirement at every level of wealth.
Comprehensive Financial & Tax Planning
Fresh Perspective, Independent Approach, Personal Service
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Welcome to Pathway Financial Design
Planning your financial life means looking at the big picture—insurance, taxes, estate planning, investments, and more—and making sure everything works together. Our role is to help you and your family understand your full financial picture, offer clear recommendations, and support you in putting the strategies you choose into action with personal service and attention to detail.
How We Are Different
At Pathway Financial Design, we are a completely independent firm unbeholden to any one financial institution. The main way we are different than other firms is that we seek to serve as a centralized contact in your financial life, providing you access to multiple disciplines so that you can make one call to accomplish your financial objectives. This includes tax preparation through our sister company, HBW Tax Services.
Often, you will see other firms focused solely on investments rather than considering your complete financial picture. We purposely organized ourselves differently so that we could address current and future taxes with an eye to increasing our clients’ overall net worth—alongside financial planning, retirement planning, and protection planning to help fortify against risks that could cause financial harm.
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Let Us Help You Master Your Money
For many busy families and small business owners, financial planning can seem very time consuming and often overwhelming. We help you simplify and organize your financial lives by sorting through many of the complicated situations you face. We start by working closely with you to understand what matters most—your needs and your vision for the future. From there, we craft a tailored plan that maps out clear steps and a timeline to bring those goals within reach. This personalized approach lets us deliver comprehensive, objective, and innovative solutions that truly fit your unique journey.
In order to help deliver the best outcomes, we offer a full menu of financial services under one roof. Our senior leadership team has over 100 years of combined experience. This includes trained and certified professionals that specialize in all of the areas we have identified as crucial to providing a sound financial plan. Our combination of the right people, comprehensive services, and fresh perspective helps us go far beyond the traditional advisor practice. It allows us to offer institutional quality advice coupled with the intimacy of a privately-held firm.
Yes, I would like to have a no-obligation, complimentary conversation about my finances!
Whether you need help with your own financial situation, or help with your business, or both, call us at (616) 682-4604, email us at info@pathwayfd.com, or send us a message here and we will get back to you to schedule a time either in person or online. There is no obligation and initial consultations are free, so you have nothing to lose and potentially a lot to gain. We look forward to meeting you!
Contact Us
(616) 682-4604 | info@pathwayfd.com
Serving Clients with offices in Grand Rapids, Holland, and Traverse City
Corporate Office
Pathway Financial Design
3333 Deposit Drive NE Suite 250
Grand Rapids, MI 49546
Lakeshore Office
Pathway Financial Design
833 East 16th Street Suite 200
Holland, MI 49423
Traverse City Office
Pathway Financial Design
806 Hastings Street Suite J
Traverse City, MI 49686
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Securities offered through Silver Oak Securities, Inc. (SOSI), member FINRA/SIPC. Investment advisory services offered through HBW Advisory Services LLC, a registered investment advisor. Pathway Financial Design, SOSI, and HBW Advisory Services are not affiliated.
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