Your Transition to Retirement Starts Here!

 

a financial advisor should be focused on more than simply where and how to invest.

Having a coordinated strategy that puts the retirement puzzle pieces of Social Security, nest egg distributions,  pensions, and tax ramifications together while accounting for the major risks all people face in retirement gives you the highest probability of success and efficiency. That's why we designed our Path to Purpose FORMula to meet your needs as your life unfolds and give you a clear view of your retirement. 

 

Money is important, but it's not what matters most.

What matters most is relationships with family and close friends, the freedom of a work optional lifestyle, and the ability to pursue recreational activities you desire. Money is simply a tool that enhances these key areas. This core belief is at the center of everything we do, and we NEVER lose sight of it.

 

We provide the most value to those with whom we are philosophically aligned.

Perhaps our most important revelation over the years and through our experiences is that we cannot be all things to all people. As such, we aim to enter professional relationships only with people with whom we are a seamless fit. This fit is determined primarily by whether someone's attitudinal qualities are aligned with ours. By operating in this way, we are able to be all things to the select group of people who matter most: our Ideal Clients.

Our ideal clients:

  • Value relationships based upon mutual trust in and service to one another

  • Respect others' feelings and are compassionate in what they do and desire

  • Have confidence in someone other than themselves to handle their wealth management needs

  • Are friendly, nice people who respect our staff and expertise

  • Empower us to do our best for them; they don't micromanage

  • Are open, honest, and good communicators

  • Have a sense of humor and perspective, and don't take themselves too seriously

  • Are motivated to listen, engage, and act on professional recommendations for following a clear path to financial independence

  • Maintain a sense of purpose in their lives and value time

 
Ben Harvey Financial Planner

Senior Financial Planner

Ben

Harvey

RICP  

Ben coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He designs and implements customized strategies all as part of the proprietary process, The Path to Purpose FORMula™.

 

He and his wife Mandy have been happily married since 2004. They were blessed with a son, Cooper, in 2005 and daughter, Claire, in 2011. Their family enjoys being active in their church, traveling, hosting friends and family, spectating at amateur sporting events (especially high school basketball & swimming), and experiencing different cultures. On occasion Ben enjoys playing golf, sometimes in amateur tournaments, which he credits for teaching him patience. He also will  tackle the occasional home improvement project, read non-fiction, and watch documentaries. Through experience and “honey-do-lists” Ben has learned to never start a project he’s not ready to finish.

®

Evan Barnes Financial Advisor

Evan

Barnes

Evan is integral in implementing a wide array of strategies to help clients experience the value of using purpose within financial planning, thereby positively impacting their lives. By helping to cultivate client relationships and communicating often about any changes in the areas of Family, Occupation, and Recreation, he helps to ensure that the focus of clients' financial plans stays on the things that matter most.

 

Evan began work at Pathway Financial in January 2014 after graduating from Indiana University, where he earned a Bachelors Degree in Business.

 

Evan and wife Caitlin married in 2012. Their daughter, Averie, entered their lives in 2015, and they are expecting a son in early 2020. They enjoy the thrills and challenges of parenthood, are involved in their church, & enjoy walking their dogs, Lucy & Maggie. According to Ben, Evan is wise beyond his years as a husband, father, and communicator.

Office Manager

About US

Senior Financial Planner

Ben coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He designs and implements customized strategies all as part of the proprietary process, The Path to Purpose FORMula™.

 

He and his wife Mandy have been happily married since 2004. They were blessed with a son, Cooper, in 2005 and daughter, Claire, in 2011. Their family enjoys being active in their church, traveling, hosting friends and family, spectating at amateur sporting events (especially high school basketball & swimming), and experiencing different cultures. On occasion Ben enjoys playing golf, sometimes in amateur tournaments, which he credits for teaching him patience. He also will  tackle the occasional home improvement project, read non-fiction, and watch documentaries. Through experience and “honey-do-lists” Ben has learned to never start a project he’s not ready to finish.

Evan is integral in implementing a wide array of strategies to help clients experience the value of using purpose within financial planning, thereby positively impacting their lives. By helping to cultivate client relationships and communicating often about any changes in the areas of Family, Occupation, and Recreation, he helps to ensure that the focus of clients' financial plans stays on the things that matter most.

 

Evan began work at Pathway Financial in January 2014 after graduating from Indiana University, where he earned a Bachelors Degree in Business.

 

Evan and wife Caitlin married in 2012. Their daughter, Averie, entered their lives in 2015, and they are expecting a son in early 2020. They enjoy the thrills and challenges of parenthood, are involved in their church, & enjoy walking their dogs, Lucy & Maggie. According to Ben, Evan is wise beyond his years as a husband, father, and communicator.

Office Manager

 

Having a lifelong goal to own his own business and a conviction to always put the client’s interests first, Ben Harvey started Pathway Financial Planning in May 2013. To truly be able to always place the client’s interests first, Ben felt it was imperative to structure his firm as an independent financial planning firm which eliminates quotas or directives from anyone.

  

Having worked 8 years in the financial services industry at a small community bank in Connersville, Indiana, first as a loan officer and later in a dual capacity as Trust Officer and Financial Advisor, Ben’s years of experience in financial services are unique in that they encompass so many areas of personal finance. While at the bank, Ben attended and graduated from Cannon Financial Institute’s Personal Trust School, an intensive 3-year course that focuses on many aspects of Trust & Estate Administration & Planning. At the conclusion of trust school, Ben successfully passed the American Banker Association’s Certified Trust & Financial Advisor (CTFA) exam. Pathway Financial’s clients benefit from Ben’s unique skill-set of business management, retail lending, estate & trust administration & planning, comprehensive financial planning, & wealth management.

In 2015 Ben chose to partner with USA Financial. In doing so, he found a company that is philosophically aligned with the values & focus of Pathway Financial. This partnership helped enable Pathway Financial to focus on helping people in one of the riskiest transitions of their life: retirement.  

Pathway Financial Planning - Oxford, OH - Conersville, IN

Having a lifelong goal to own his own business, and a conviction to always put the client’s interests first, Ben Harvey started Pathway Financial Planning in May 2013. To truly be able to always place the client’s interests first, Ben felt it was imperative to structure his firm as an independent financial planning firm which eliminates quotas or directives from anyone.

  

Having worked 8 years in the financial services industry at a small community bank in Connersville, Indiana, first as a loan officer and later in a dual capacity as Trust Officer and Financial Advisor, Ben’s years of experience in financial services are unique in that they encompass so many areas of personal finance. While at the bank, Ben attended and graduated from Cannon Financial Institute’s Personal Trust School, an intensive 3 year course that focuses on many aspects of Trust & Estate Administration & Planning. At the conclusion of trust school, Ben successfully passed the American Banker Association’s Certified Trust & Financial Advisor (CTFA) exam. Pathway Financial’s clients benefit from Ben’s unique skill-set of business management, retail lending, estate & trust administration & planning, comprehensive financial planning, & wealth management.

In 2015 Ben chose to partner with USA Financial. In doing so, he found a company that is philosophically aligned with the values & focus of Pathway Financial. This partnership helped enable Pathway Financial to focus on helping people in one of the riskiest transitions of their life: retirement.