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 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 any investment companies or firms.

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 and Estate Administration and Planning. At the conclusion of trust school, Ben successfully passed the American Banker Association’s Certified Trust and Financial Advisor (CTFA) exam. Stongly believing education doesn't end with high school or college, Ben completed The American College for Financial Services' Retirement Income Certified Professional (RICP) course work & examination in early 2021. 

Pathway Financial’s clients benefit from Ben’s unique skill-set of business management, retail lending, estate and trust administration and planning, comprehensive financial planning, and wealth management, but the firm he chooses to affiliate with is equally important. In 2015 Ben chose to partner with USA Financial. In doing so, he found a company that is philosophically aligned with the values and focus of Pathway Financial. This partnership helped enable Pathway to focus on helping people in one of the riskiest transitions of their life: retirement.