[email protected]
609-742-7076
West Yarmouth, MA
Navigate your own financial path with expert, unbiased advice.
Wise Path Financial Consulting offers a strictly “Advice-Only” financial planning service.You get the benefit of decades of wealth management experience and expert guidance, but you retain
full control of your investments.This guarantees you unbiased, straightforward advice focused solely on your best interest—no commissions, no hidden agendas. Just clarity and a clear path forward.
Services
Getting on the Right Path
The Clarity Check: Independent, expert review of your current investments to confirm they are optimized for your goals, risk tolerance, and have appropriate fees and expenses.
Optimize Your Savings: Clear analysis and strategic adjustment of your current savings plan to help you hit your major financial milestones on time.
Consolidation of accounts: including rollovers of old 401ks, IRAs, mutual fund and investment accounts - with a watchful eye to avoid unnecessary taxes. or penalties.
Start on a Strong Path - for younger workers
Retirement Planing: Expert advice on 401(k)s, IRAs, Roths and choosing the right tax-advantaged accounts for your future.
Smart Savings & Budgeting: Actionable plans for emergency funds, home down payments, and achieving major life milestones.
Credit Basics: Review your credit score and suggest ways to improve it. Guidance on using various forms or debt wisely.
Fork in the Road
Significant life changes require a steady hand and a clear head. I offer unbiased financial expertise when you need it most—navigating loss, divorce, or managing an inheritance. I'm here to help you manage the transition, providing guidance without taking control of your assets or selling you products.
ABOUT ME
Mary L. Crawford, Founder
Mary retired in 2023 following a distinguished 20-year career in financial services, including 15 years with Merrill Lynch. Throughout her tenure, she successfully guided hundreds of clients in achieving major milestones, from securing comfortable retirements to navigating home ownership and college funding.With a technical foundation & financial expertise, Mary holds an MBA in Finance from Pace University and a Bachelor of Science in Electrical Engineering from Johns Hopkins University.A dedicated member of her community, Mary actively volunteers with We Can, Family Table Collaborative, and the Association to Preserve Cape Cod
Rate
Its a Very Straight path: $120/hour and I will give you an estimate up front of the time I will need for your particular needs.
In-person appointments available on Cape Cod and Phone/Video appointments available for all areas.
Contact me:
[email protected]
609-742-7076
West Yarmouth, MA
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