Mildred B. Cooper Memorial Chapel Walkway in Bella Vista, AR
WealthPath Investment Advisors is an independent fee-based investment advisory firm headquartered in Rogers, Arkansas with additional offices in Little Rock, AR, and Fayetteville, AR. We primarily advise company retirement plans and individuals on their investment and insurance needs.
In 2006, several partners of WealthPath left a national investment brokerage firm to have the ability to provide unbiased, independent advice for our clients. The owners then formed WealthPath Investment Advisors in 2011.
In 2015, we became a part of Pensionmark Financial Group, which gave us access to the significant resources and technology provided by a nationwide firm with over 60 offices. We also began offering our turn-key investment management and back office services to what has become a large network of over a dozen independent advisory firms across the nation. In 2016, we created 5 flagship Smart Risk collective trust funds for use in retirement plans.
As of October 3, 2019, WealthPath has approximately $437 million in assets under advisement, and our team has over 160 years of combined experience in the financial services industry.