Wise Path Financial Consulting offers a strictly “Advice-Only” financial planning service.You get the benefit of decades of wealth management experience and expert guidance, but you retain full control of your investments.This guarantees you unbiased, straightforward advice focused solely on your best interest—no commissions, no hidden agendas. Just clarity and a clear path forward.
About Me
Mary L. Crawford, Founder
Mary retired in 2023 following a distinguished 20-year career in financial services, including 15 years with Merrill Lynch. Throughout her tenure, she successfully guided hundreds of clients in achieving major milestones, from securing comfortable retirements to navigating home ownership & college funding.With a technical foundation & financial expertise, Mary holds an MBA in Finance from Pace University & a Bachelor of Science in Electrical Engineering from Johns Hopkins University.A dedicated member of her community, Mary actively volunteers with We Can, Family Table Collaborative, & Assoc. to Preserve Cape Cod
Services
GET ON THE RIGHT PATH
Find Peace of Mind: Independent, expert review of your current investments to confirm they are optimized for your goals, risk tolerance, and have appropriate fees and expenses.
Optimize Your Savings: Clear analysis and strategic adjustment of your current savings plan to help you hit your major financial milestones on time.
Consolidation of accounts: including rollovers of old 401ks, IRAs, mutual fund and investment accounts - with a watchful eye to avoid additional taxes.STARTING ON A STRONG PATH - for younger workers
Retirement Readiness: Expert advice on 401(k)s, IRAs, Roths and choosing the right tax-advantaged accounts for your future.
Smart Savings & Budgeting: Actionable plans for emergency funds, home down payments, and achieving major life milestones.
Credit Basics: Review or credit score and guidance on using various forms or debt wisely.FORK IN THE ROAD
Significant life changes require a steady hand. Whether you are navigating a loss, divorce, or inheritance, I provide unbiased financial expertise to help you manage the transition—without taking control of your assets or selling you products.
Rate
Its a Very Straight path: $120/hour and I will give you an estimate up front of the time I will need for your particular needs.