Partner With Us
"I didn't think I could break free from the bank and still grow - but the transition was seamless. Should've done it years ago."
- Former Wells Advisor, Now Independent
"I was capped on my payout and stuck with branch traffic. Now I own my book, offer better planning, and finally control my income."
- Former Chase Advisor, Now Independent
"I never realized how much I was giving up until I saw the numbers. The transition team made everything simple."
- Former B of A Advisor, 17 Year Industry Vet
Break Free From the Bank
Still Building Wealth - But Not Your Own?
If you're a Bank Advisor tired of - low payouts, limited offerings, no ownership - it's time to see what independence can look like.
White-Glove Transition Support
We create strategies that are tailored to your needs and goals.
Expanded Product Access
No more limitations. Offer what’s best for your clients—not just what’s on the shelf.
Your Clients Stay with You
We’ll help you protect and retain the relationships you’ve spent years building.
A Firm That Puts You First
In a world full of empty promises, Pathway Wealth Management strives to stand out. We’re not just focused on numbers — we are a partner, committed to your growth and success at every stage of your journey
Our Affiliation
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research Camp; Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.