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VerifiedFinancial Services· Founded 2018

Goalpath Solutions, Llc

GoalPath Solutions is an independent RIA and serves over $1.5B in retirement plan assets. Formed in 2018, GoalPath Solutions was recognized by Financial Times as one of America’s Top 401 Retirement Plan Advisers and also received 401(k) Specialist Magazine’s Top Advisor by Participant Outcomes (TAPO) Award for the month of October. GoalPath Solutions is a CEFEX Certified firm. CEFEX is an independent global assessment organization. Its mission is to promote and verify excellence by assessing and certifying conformity to high professional standards of conduct.

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HeadquartersOverland Park, United StatesEmployees7(11 to 50)Founded year2018Websitegoalpathsolutions.comLinkedIn profileLinkedIn

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LinkedIn employees

7

11 to 50 range

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2

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Monthly traffic

317

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Top roles at Goalpath Solutions, Llc

2 distinct titles indexed · top 2 shown.

  • 1financial coach
  • 1founder, chief investment officer

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