Personal Path Financial Planning

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

110 Corcoran St Fl 5, Durham, North Caro...

Phone Number

(919) 797-9343

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
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1

About Personal Path Financial Planning

Personal Path is an independent, fee-only financial planning firm located in the Raleigh-Durham-Hillsborough area of North Carolina. Led by Mary Macdonald, a financial industry veteran with nearly 30 years of experience, the firm offers down-to-earth financial advice and caring client experiences. Their services are tailored for individuals, couples, families, and business owners, focusing on helping clients achieve their financial dreams. Personal Path emphasizes a personalized approach to financial planning without account minimums, making their expertise accessible to a wide range of clients.Explore more
Personal Path Financial Planning's Social MediaPopular SearchesPersonal Path Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Personal Path Financial Planning Org Chart

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MM
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Founder & Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Personal Path Financial P...

<$5M
1-10
Private
-
2017
MM
Mary MacdonaldFounder & Financial Planner
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Client Relationship & Operations
<$5M
1-10
Private
-
2009
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Personal Path Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Personal Path Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Personal Path Financial Planning.

Personal Path Financial Planning Tech Stack

A closer look at the technologies used by Personal Path Financial Planning

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Frequently Asked Questions Regarding Personal Path Financial Planning

What is Personal Path Financial Planning's official website?
Personal Path Financial Planning's official website is www.personalpathfp.com
What is Personal Path Financial Planning's Revenue?
Personal Path Financial Planning's revenue is <$5 Million
What is Personal Path Financial Planning's SIC code?
Personal Path Financial Planning's SIC: 62,628
What is Personal Path Financial Planning's NAICS code?
Personal Path Financial Planning's NAICS: 52,523
How many employees does Personal Path Financial Planning have?
Personal Path Financial Planning has 1-10 employees
What industry does Personal Path Financial Planning belong to?
Personal Path Financial Planning is in the industry of: Finance, Securities Trading
What is Personal Path Financial Planning competition?
Personal Path Financial Planning top competitors include: Casco Bay Wealth Advisors, Phase 2 Wealth Advisors, Charles Carroll Financial Partners, Highsmith Financial Planning
What technology does Personal Path Financial Planning use?
Some of the popular technologies that Personal Path Financial Planning uses are: Squarespace Online Stores, Adobe Typekit, Acuity Scheduling, GoDaddy DNS
How do I contact Personal Path Financial Planning?
Personal Path Financial Planning contact info: Phone number: (919) 797-9343 Website: www.personalpathfp.com
What does Personal Path Financial Planning do?

Personal Path is an independent, fee-only financial planning firm located in the Raleigh-Durham-Hillsborough area of North Carolina. Led by Mary Macdonald, a financial industry veteran with nearly 30 years of experience, the firm offers down-to-earth financial advice and caring client experiences. Their services are tailored for individuals, couple... s, families, and business owners, focusing on helping clients achieve their financial dreams. Personal Path emphasizes a personalized approach to financial planning without account minimums, making their expertise accessible to a wide range of clients.Read More

What are Personal Path Financial Planning social media links?
Personal Path Financial Planning Linkedin page
Is Personal Path Financial Planning a public company?
Personal Path Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Personal Path Financial Planning

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