Two decades of experience. One clear belief: planning should come first, not products. Genuinely fee-only. Always on your side.
Why Your Path
I didn't stumble into financial planning. I was drawn to it by a small inheritance, a paperboy route, and a widow who needed help balancing her checkbook.
After two decades across multiple firms — seeing the conflicts, the minimums, the overlooked clients — I knew there was a better way. So, I built it.
I started Your Path because I believe every generation deserves access to real, honest, planning-first financial guidance — not just those who already have wealth.
Your Path exists because I believe planning should come first, not products. Because the best advice is given by someone who is legally and ethically on your side.
01
Taxes, estate planning, insurance, annuities, investments, behavioral finance — I've worked across every corner of this industry. That breadth means nothing falls through the cracks.
02
I've seen the conflicts from the broker-dealer side. I've made a deliberate choice to operate differently — no commissions, no product sales, no hidden agendas. My obligation is to you.
03
Too many firms care about your AUM. I care about your life — your goals, your fears, your "why." The numbers follow from that, not the other way around.
04
I work best with clients who want to understand their finances — not necessarily do it themselves, but know enough to feel confident. I love this work, and it shows.
Core values
I fell in love with this work at age 12 and never looked back. That genuine enthusiasm shapes how I show up for every client, every time.
Great planning starts with great questions. I lead with curiosity — about your life, your goals, your fears — before I ever lead with answers.
This isn't a transaction. It's a long-term relationship. I walk alongside you, not just ahead of you — through the planned moments and the unexpected ones.
You'll always get the truth from me, even when it's uncomfortable. Honest advice is the only kind worth giving.
I hold myself to the fiduciary standard — legally and personally. And I'll hold you accountable to your own goals, too. That's what partners do.
An informed client is an empowered client. I believe in teaching, not just telling. The more you understand, the better decisions you make.
My Story
My interest in the world of finance started at the age of 12. A family friend, "Uncle Bruce," passed away and left my siblings and me $10,000, which my mom invested into a mutual fund. As a paperboy, I would check daily to see how it was doing this was the spark.
At 16, while working as a bank teller helping a recent widow balance her checkbook, I discovered that helping people with money was my calling.
Since joining the industry in 2006, I have worked with hundreds of families to navigate life events, maximize their plans, and ultimately enjoy life instead of worrying about money.
"I saw curious and well-educated under-served generations, in need of planning-so I started Your Path Wealth Management. I was ready to do it a better way, focusing on partnership, honesty, and empathy."
Professional Information
John Ehrenfeld, Owner and Wealth Manager of Your Path Wealth Management, is a CERTIFIED FINANCIAL PLANNER® professional, Enrolled Agent (EA), Behavioral Financial Advisor™ (BFA), with BSBA in Finance.
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