Your Best Path FP

Your Best Path FP is a fee-only fiduciary wealth management firm that offers financial planning, investment management, tax return preparation and comprehensive wealth management. Its planners focus on people nearing retirement, heirs who have received an inheritance, and families who want to leave money to family or charity, and it also offers values-aligned investing that screens out companies with objectionable business practices. The firm is a division of Silverstone Financial LLC, a registered investment adviser headquartered in Maryland.

The firm earns its revenue only from client fees and does not sell insurance, annuities or mutual funds for commission. Pricing is published, with a one-time planning onboarding fee and monthly subscriptions, and there is a pricing calculator on the site. A complimentary, no-obligation consultation with a planner can be booked by phone or online, and the firm serves clients virtually across the country with offices in Maryland and Virginia.