# Great Path Planning

Great Path Planning is a Bank / Wealth / Trust based in Goshen, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Goshen, United States
- **Region:** North America
- **Address:** Goshen, IN, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** www.greatpathfp.com
- **LinkedIn:** https://www.linkedin.com/company/great-path-planning

## Regulatory record

- **CRD number:** 284461
- **SEC file number:** 801-119391
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284461

## About

Great Path Planning was founded in 2016 and is headquartered in Goshen, Indiana. The firm operates as a fee-based registered investment adviser providing financial planning and asset management to individuals, families, and corporate clients. The practice was built to address the retirement planning, tax strategy, and wealth transfer needs of a client base concentrated in the Midwest. The firm structures its investment approach through personalized portfolio management and comprehensive financial planning. Portfolio construction typically draws on a mix of equity and fixed-income allocations, often executed via mutual funds and exchange-traded funds, calibrated to individual risk tolerance and time horizon. The firm's planning engagements integrate cash flow analysis, Social Security optimization, and insurance reviews. Client assets are custodied at third-party broker-dealers, in keeping with the independent RIA custody model common among local advisory firms. The practice operates from its single Goshen location. The team's scale reflects a boutique advisory model, with specific professional headcount undisclosed. The firm has not disclosed significant capital events, adjacent family-office vehicles, or philanthropic structures. No recent fund launches or firm-level transactions have been announced. Great Path Planning's structural posture is that of a Main Street fiduciary—a locally embedded planner operating under the Investment Advisers Act of 1940. Unlike multi-family offices or institutional allocators, the firm's independence is derived from its fee-based compensation structure and reliance on third-party custody, which separates advisory authority from asset possession.

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Last updated: 2026-06-03T20:00:00.000Z

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