Our Services
At Off the Beaten Path Financial, we combine deep financial expertise with the precision of engineering - helping AEC professionals design wealth that lasts.
Whether you’re building a firm or building personal freedom, our Blueprint systems guide every step with clarity, structure, and purpose.
Our Core Services
Cash Flow Management
Gain control and clarity over how money moves through your business and life.
Investment Management
Strategic, evidence-based investing built to grow and protect your wealth.
Retirement Planning
Design a future you can step into with confidence and purpose.
Tax Planning
Proactive strategies that help you keep more of what you earn.
Business Planning
Align your firm’s structure and strategy with your long-term financial goals.
Employer Retirement Plans
Build benefits that strengthen your firm and your team’s future.
Digital Assets (Crypto)
Integrate modern investments with disciplined financial strategy.
