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RIA · CRD 326564

Updated:

Your Path FI

Your Path Fi is a fee-only, flat-fee retirement planning firm for pre-retirees and retirees. It offers flat-fee retirement planning and investment management...

Overview

Your Path Fi is a fee-only, flat-fee retirement planning firm for pre-retirees and retirees. It offers flat-fee retirement planning and investment management focused on taxes, income, investments, and long-term financial decisions. The firm is fiduciary and structures work as six coordinated planning areas under one flat fee. It serves a deliberately limited number of individuals and families.

General information

Firm type

RIA

Location

City

West Chester

Principals

Ryan Langan

CFP®, principal advisor and founder

Ryan Langan

CERTIFIED FINANCIAL PLANNER™ and founder

Sector focus

Pre-retirees and retirees

Frequently asked questions

How does Your Path FI source proprietary deal flow?

Sourcing cannot be characterized. Without any disclosed transactions, co-investor relationships, or industry conference presence, there is no observable pattern for how or whether the firm accesses deal flow.

Does Your Path FI participate in fund commitments or only direct deals?

The deployment model—or whether any capital has ever been deployed—is unknown. Altss has identified no limited partner appearances, direct investments, or SPV participations linked to the firm name in any public source.

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