About Us

About Pathway Financial Design

Pathway Financial Design, LLC is an independent planning firm specializing in multigenerational financial planning, tax planning, and investment management. We assist families and small businesses in accumulating, preserving and distributing wealth. It’s common for us to work with you, your parents, siblings, children, and grandchildren in a comprehensive financial planning framework.

Pathway Financial Design was founded in 2004 by Joel Broersma CFP®, EA, and Dan Korhorn CWS®. Fiercely independent, Joel and Dan wanted to ensure that neither they nor their clients would be held “captive” by a limited list of strategies, but instead have access to a universe of solutions to help build, protect, and pass on wealth.

As financial fiduciaries, there is no emphasis to “sell” anything at Pathway Financial Design; only to build individualized plans designed to be in each client’s best interests in pursuit of their unique financial goals. While the goal of a “happy retirement” is universal, what makes each person happy is very different; therefore, each plan we develop is different.

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Meet the Team

Our advisors are dedicated to the financial planning process, a professional Code of Ethics, and continuing education. Adhering to a fiduciary standard, we work for you in a best-practices capacity, ensuring that your best interests are always our number one priority. Additionally, we work closely with your other professional advisors or can refer you to our professional affiliates to properly implement your financial plan. Our goal is that our firm becomes the conduit by which all of your financial needs are met.