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. Pathway Financials' clients benefit from Ben’s unique skill-set of business management, retail lending, 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.

USA Financial is a family of financial companies, each built to empower investors and advisors: An independent firm, their family is composed of a FINRA-registered broker-dealer, insurance wholesaler, a registered investment advisor and formulaic trending money manager, a UMA/TAMP platform, and a technology/coaching/marketing firm. They are proud to be an Inc. 5000 company - one of the 5000 fastest-growing private companies in the country. USA Financial is one of the nation’s leading independent financial firms, who help advisory offices like ours nation-wide.

USA Financial is an integral part of our team: Please know that you are welcome to ask us about them any time!