Divergent Path Capital
Financial Planning &
Investment Advice
Independent, fee-only financial advisory with no commissions, professional-grade strategies, personalized guidance, and complete transparency—all at a FIXED PRICE.
Wealth Management Customized to Your Goals
From investment management to strategic planning, we provide the expertise and guidance to help you achieve your financial goals.
Investment Management
Evidence-based, tax-efficient portfolio construction tailored to your goals.
Budget Analysis
Detailed review of spending and income patterns.
Financial Planning
Retirement planning, education funding, insurance analysis, tax strategy, and cash-flow work.
Life Transition Analysis
Support during major shifts: job changes, liquidity events, marriage, divorce, inheritance, and more.
Why Divergent Path Capital?
We don’t build Retirement Plans. We build LIFE (Live Intentionally, Financially Empowered) Paths!
A LIFE Path Calls for a Different Approach.
A LIFE Path balances living today and saving for tomorrow, optimized and customized to your goals
Professional-grade investment strategies typically reserved for large organizations
Personalized guidance that understands your unique goals and values
Complete transparency with no hidden fees or conflicts of interest
Real Results, Real Peace of Mind
20+
Years Experience
Two decades of proven expertise navigating all market conditions, and a CFA certification
100%
Fiduciary Standard
Always acting in your best interest, by law and by choice
$0
Commissions
Fixed Fee, meaning you keep more of your money vs. paying a fee every year
“Many investors pay annual fees for static portfolios and outdated financial plans. True advice is active—not in trading, but in staying aligned with your life. Why pay an annual fee to your advisor if your financial plan and investments are not being updated?”
Ready For Financial Clarity?
Start your LIFE Path Plan Today
No cost, no obligation. Just a conversation about your financial goals.