Strategic Asset Management & Tax Planning
Tax-smart investment and wealth planning, built around your life and priorities.
THE PATHWAY EXPERIENCE
Your Life. Your Goals. Your Pathway.
At Pathway, we bring your investments, taxes and long-term priorities into one conversation, with a personal relationship at the center.
Brock Weaver, CPA, CFP® · Integrated Tax & Wealth Planning
The Pathway Experience
A clear process. A personal relationship.
The Interview
Getting to know youThe Asset Matrix
Reviewing your entire financial landscapeSolutions Presentation
Findings, recommendations, questionsImplementation
Focus on the results and executionPeriodic Review
Evaluating the journey and addressing any changes to the goals
Planning That Brings Your Financial Life Together.
Financial Planning
A unique financial plan is customized to fit each family's situation, values and goals.
Investment Management
Your investment plan reflects your goals, time horizon, income needs and tolerance for risk.
Estate Planning
Consider how your wealth can support the people and causes that matter to you, alongside your legal and tax professionals.
Tax Planning
Brock Weaver’s CPA and CFP® background brings tax and financial planning into the same conversation.
Meet Your Financial Advisor
A Hometown Advisor with Uncommon Qualifications
Brock Weaver, CPA, CFP®
Founder & President
Certified Public Accountant since 1995 and Certified Financial Planner since 2000, Brock works with individuals and businesses to create financial and tax strategies.
His background includes corporate auditing, individual and business income tax, and entrepreneurship. His CPA and CFP® credentials reflect the integrated perspective at the heart of Pathway’s planning approach.
OUR MISSION
Life Is a Journey. We Walk the Path with You.
Rooted in Elkhart, Indiana, our approach begins with listening and lasting relationships. Through planning and tax-smart investment strategies, we walk the path with our clients as their lives and goals evolve. Wherever you call home, contact our team to discuss your needs and the services available in your state.
People Who Know Your Pathway.
IN OUR COMMUNITY
Proud to Support Every1Camp
We’re honored to support Every1Camp and the free summer camp experiences they provide for children with disabilities. Every child deserves the opportunity to enjoy summer camp in a place where they feel welcomed, included, and like they truly belong.
We’re grateful to play a small part in helping make these meaningful experiences possible.
Memberships & Associations
