WebWe are dedicated to providing investment management and strategic wealth planning that is right for you! Our mission is to take the complexity out of wealth management and … WebMay 24, 2016 · About. A financial strategy will help you meet your needs today and in retirement, and help protect you from the unexpected along …
Todd Butler, CFP® Founder and Principal - Ocean Path Advisors
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Jon Butler, CFP® - Certified Financial Planner - LinkedIn
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