NOW THROUGH FINPATH

Smart moves don’t require millions. Just minutes.

Get advice built around you when you book a free session with a licensed financial advisor through FinPath. No strings attached. All you need is 30 minutes.

100% Confidential

First Session Free

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OUR SERVICE PILLARS

Transparent.
Personal. Tailored.

When you work with HUB Advisor Connect, your interests go first. Benefit from transparent fees, a customized investment strategy, and a team that champions your financial growth.

Personalized Investing by Fiduciary Advisors

You’re matched with a credentialed professional whose only job is to act in your best interest.

Financial Plans (Value: $2,500)

You’ll receive a personalized roadmap for retirement, saving, debt, education—and more. Yours to keep, no strings attached.

Transparent Fees

We don’t hide costs in small print. Our structure is clear, fair, and designed to help you keep more of what you earn.

Tailored Investment Portfolios

No cookie-cutter solutions. We build portfolios around your goals, risk tolerance, and timeline.

Unlimited Access to a Full Team

Your advisor is backed by a team of specialists—each bringing expertise in tax, estate planning, and more.

Ongoing Support & Adjustments

Life changes. So should your plan. We stay connected with you to review, optimize, and evolve your strategy.

YOUR ROADMAP

Your Journey, Simplified

With FinPath Advisor Connect, your goals are the blueprint for your investment strategy. We worry about you.

Connect

Book a 30-minute conversation with your advisor and explore your financial goals and values.

Plan

Receive a personalized plan that includes detailed steps, milestones, and investment strategy—aligned to your life.

Grow

Let our team manage and optimize your investments with regular check-ins, rebalancing, and guidance.

THE ADVANTAGE OF EXPERTISE

Why an Advisor Makes a Difference

Navigating the investment landscape can be as complex as it is rewarding. With HUB Advisor Connect, you gain more than just a service; you partner with investment professionals who are as invested in your success as you are.

Conflict-Free Advice Certified Professionals No Commission Products

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KEY BENEFITS

Why Talk to an Advisor?

In-Depth Knowledge

Licensed fiduciary advisors bring real-world expertise across investments, tax planning, retirement, and more.

Time Savings

No more financial rabbit holes. We help you focus on what matters—and act with confidence.

Risk Management

Weather market changes and life transitions with a plan that’s built to adapt.

Personalized Roadmap

No templates. No fluff. Just a plan that fits your exact situation.

Accountability & Momentum

Consistent follow-ups to help you stick with the plan and make progress over time.

HOLISTIC WEALTH MANAGEMENT

Explore Your Full Financial Picture

You’re not just planning a portfolio. You’re designing a life.

Education & Tuition Planning

Real Estate Strategies

Tax Optimization

Insurance Review

Estate Planning

Retirement Planning

Equity Compensation

Budgeting & Savings

Philanthropy Guidance

Asset Allocation

Frequently Asked Questions

You May Still Be Wondering…

How does this work?

HUB FinPath will pair you with an advisor based on your financial priorities to ensure you get the best help.

What does this cost?

HUB Advisor Connect is available to you through HUB FinPath at absolutely no cost to you. Your first Advisor Connect meeting is complementary, so you can discover everything an advisor has to offer and if you’d like to move forward.

Are advisors licensed professionals?

Yes, all advisors are licensed professionals specialized in retirement planning, private wealth management, investment management, and financial wellness.

Will my information be kept private?

Your information is always 100% confidential and will never be shared with your employer. Only your financial coach or advisor will have visibility to the information you willingly share with them.

Is the advisor going to try to sell me anything?

No. Our financial planners do not sell you anything, and are held to the fiduciary standard. That means that they are legally required to only make recommendations with your best interests in mind.

GET STARTED

It’s easy to get started.

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Find a time to talk to a HUB Advisor

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Additional Resources

DISCLOSURES

FinPath is offered through RPW Solutions. Retirement and wealth solutions are offered through SEC registered entities, referred to as HUB Retirement and Private Wealth (HUB RPW), owned by HUB International. RPW Solutions and HUB RPW are under common ownership and control of Hub International. HUB RPW offers institutional and retirement services to for-profit and not-for- profit organizations and customized private wealth management services to individuals and families both affiliated and unaffiliated Registered Investment Advisors (RIAs). Global Retirement Partners, LLC, HUB Investment Advisors, TCG Advisors, Millennium Advisory Services are wholly owned subsidiaries of HUB International. TeleWealth virtual meetings are offered through TCG Advisors. TCG Administrators, Cypher Security, LLC and TCG Consulting Services are under common ownership of HUB International.

Securities and investment advisory services may also be offered through partner Broker Dealers not affiliated with HUB International.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.