BrightPath Financial is an independent financial services and advisory firm based in Carmel, Indiana. The company focuses on creating customized financial plans to help its clients achieve their financial goals. Its core services include holistic financial planning, investment management, retirement planning, and insurance solutions. By operating as an independent firm, it emphasizes its ability to offer objective advice and a wide range of products tailored to individual client needs, rather than being tied to proprietary company products.

Founded in

United States