About Pathworks Financial
Trust, transparency, and a fiduciary standard—serving Accredited Investors with clarity and discipline.
Our Story
For over 20 years, Pathworks Financial has helped families and entrepreneurs simplify complexity and pursue purpose with their wealth. Today, TheAccreditedInvestor.com extends that mission—offering education on private markets, longevity, and family office strategy, powered by Pathworks’ fiduciary approach.
20+ Years Serving Clients
200+ Client Households
25+ States Nationwide Coverage
Our Team
Scott Smith CFP®
President, Lead Advisor
Bryan Smith
Vice President, Head of Operations
Robert Schmansky
Investment Advisor Representative
Dave Mercier CHFC®
Investment Advisor Representative
Karrie Maier CHFC®
Trading and Operations Manager
Our Process
Discover
goals, constraints, accredited status, and timeline
Design
portfolio, liquidity plan, and risk fit
Decide & Review
disciplined execution and ongoing reporting
Education-first, no pressure. We focus on clarity before commitment.
Why RIAs are Different
Fiduciary Duty
your interests first, always
Fee Transparency
advice guided by planning, not product sales
Open Architecture
broad access to strategies and managers
Holistic Planning
investments, tax/estate, cash flow, retirement
Regulatory Oversight
SEC-registered, high standards of care
“TheAccreditedInvestor.com is produced by Pathworks Financial, Inc., a Registered Investment Adviser.”
What to Expect
Education First
articles, frameworks, and plain-English explainers
Private Markets
institutional concepts explained for Accredited Investors
Longevity & Family Office
strategy built for a 100-year life
No Performance Promises
we emphasize fit, diligence, and risk
Ready to Connect?
Have questions about private markets, longevity planning, or family office services?
