Pathway Financial Planning in Connersville, Indiana was founded in 2013 by Benjamin Harvey after he spent eight years in the banking industry as a loan and trust officer. In 2013, he realized there was more of an opportunity to help individuals and families if he just focused on full and comprehensive financial planning. At that time, Ben chose to work for his clients first and left the bank so he could utilize his unique skill-set of lending, financial estate and trust experience, comprehensive financial planning, and wealth management to work for his clients first. In order to be able to work for his clients first, and put himself in a fiduciary capacity, Ben felt it absolutely imperative to structure his company as an independent financial planning firm.
In July 2015, Pathway Financial Planning made the decision to partner with USA Financial. This partnership provides Pathway Financial Planning with exceptional planning tools, cutting-edge technology, a plethora of financial product options, and communication resources that will enhance the client relationship for Pathway’s family of clients.