Darren Beck
Lead Financial Planner
Pathway Financial Advisors
Wealth is about much more than money. The journey toward your ideal future should be built on deeper insights into your vision of success. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
We walk you through a Guided Discovery Process that brings clarity to what matters most to you, including goals and significant life transitions related to your work, finances, family, and legacy.
We merge our insights from the discovery process with traditional financial planning so we can guide you towards your vision of a meaningful future.
We are intentionally structured as a fee-only, fiduciary, and independent financial firm. Our advisors are never paid a commission of any kind, and have a legal obligation to provide unbiased and trustworthy financial advice.
Get to Know Darren Beck
Darren Beck has more than 20 years’ experience in financial services and corporate finance and serves business owners, individuals and families throughout the Southeast from our Atlanta office.
Before joining Pathway in 2008, Darren consulted with professionals on life, health and disability insurance and later spent several years as a financial analyst at both a super-regional bank and a large real estate investment firm.
Darren earned a bachelor’s degree in Risk Management & Insurance from the University of Georgia’s Terry College of Business and a MBA-finance degree from the nationally-recognized Robinson School of Business in Atlanta, Georgia. Darren also completed the Terry College of Business’ Executive Program for Financial Planning Certification and is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner. Darren is married with three children and enjoys spending time with his family and playing tennis.
I Can Help You With:
- Investment Management
- Tax Planning
- Retirement Income Planning
- Integrated Financial Planning
- Generational Wealth Planning
- Estate Planning
- Personal CFO
Ideal Clients:
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations (Inheritance)
- Investable Assets Generally over $1M
- People who want to align their wealth with their what’s important to them
FAQ with Darren Beck
- What type of clients benefit most from your services?
- How do you charge and what are your fees?
- Do you offer a free initial consultation?
- What can I expect in our first meeting as a client?
Our best clients tend to be individuals or families looking for a "quarterback" to guide their financial lives who are seeking more than just investment management.
They want a proactive partner who not only handles their financial planning but also coordinates and collaborates seamlessly with other professionals, such as their accountant and estate planning attorney.
Click HERE to view a comprehensive list of how we help families.
- What type of clients benefit most from your services?
Our best clients tend to be individuals or families looking for a "quarterback" to guide their financial lives who are seeking more than just investment management.
They want a proactive partner who not only handles their financial planning but also coordinates and collaborates seamlessly with other professionals, such as their accountant and estate planning attorney.
Click HERE to view a comprehensive list of how we help families.
- How do you charge and what are your fees?
- Do you offer a free initial consultation?
- What can I expect in our first meeting as a client?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Darren Beck's Designations and Affiliations
Darren Beck is a Money Quotient Trained Financial Advisor
Office Locations
2000 Riveredge Parkway, Suite 640 - Atlanta, GA 30328
