FLEXPATH STRATEGIES
SEC RegisteredPersonalizing your PATH to retirement
About the firm
flexPATH Strategies is a target date fund solution offering professional management, diversification, and a simple way to invest for retirement, with key features including flexibility for personal risk tolerance, open-architecture manager selection, and low-cost management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Target date funds with conservative, moderate, and aggressive glidepath options; the Discover Your PATH tool to measure investment risk need based on projected retirement savings; and sub-advisory investment management services for collective investment trusts (CITs)
Who they serve
Retirement plan participants with unique goals and circumstances seeking personalized retirement investment solutions
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FLEXPATH STRATEGIES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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