Who We Are

Does it matter with whom you choose to work on your financial matters? We think the answer to that question is a resounding, "Yes!" But just as it will take time for us to get to know you and your needs, it will also take time for you to get to know us, build trust and understand how to best structure our relationship. That is the path we will travel together. However, we would like to give you a solid foundation. Use the information in this section to meet the key players, learn about their professional backgrounds, and gain insight into our company philosophies about financial planning, investment management and wealth management.

• Meet the Founder: Steven R. Smith, JD, CFP®
  Find out more about the man who started RightPath™ Investments & Financial Planning, including his educational and professional background, as well as some of his views on the industry.

• Prosperity & Purpose: The Meaning Behind Your Money
  Every investor has values—personal or organizational—that intersect with their investing goals. This section looks at the ways RightPath works to understand and support that intersection—and why this effort matters to you and your money.

• The Emotions of Investing: Lessons from the Fascinating New Field of Behavioral Finance
  What we feel plays just as large a role—or larger—in the way we react to the demands of financial decision making as what we think. At RightPath Investments, we believe it is extremely important to factor this truth into financial planning. Explore this section to learn about some of these behaviors and how they can impact financial lifestyles.