Company History

WealthPath Investment Advisors is an independent fee-based investment advisory firm headquartered in Rogers, Arkansas with additional advisors in Little Rock, AR, Oklahoma City, OK, and Fayetteville, AR. We currently manage company retirement plans, individual retirement and investment accounts, and non-profit accounts. In 2006, three principals of the firm left a national investment brokerage in order to have the ability to provide unbiased, independent advice for our clients.  The current owners then formed WealthPath Investment Advisors in 2011.  While we manage dozens of retirement plans with over 2200 participants, WealthPath also works with hundreds of individual clients.  WealthPath has over $260,000,000 in firm-advised assets and our team has over 100 years of combined experience in the financial services industry.  We offer risk-based asset allocation portfolios with a track record dating back to 1999, for clients that want professional account management.