We partner with clients to shed light on their path ahead and confidently take steps towards their best life. BrightPath Wealth Planning is an independent fee-only financial planning and investment advisory firm. Independent means firm is owned by Pete Kozak, the advisor who works directly with our clients. Fee-only means we only get paid by clients for our advice and expertise. So, we never accept commissions from the sale of investments or insurance products. As a member of Buckingham Strategic Partners, we combine boutique service and institutional resources. We believe in being transparent, resourceful and passionate experts.
Story & History
Pete Kozak, CFP® combined his wealth management experience, expertise and enthusiasm into BrightPath Wealth Planning LLC to help clients make the most of money and life.
Values & Philosophy
We believe that the right ideas, insights and intelligence can help every investor make better decisions.
Mission & Services
We deliver assurance in knowing that every facet of your financial life plays a role in determining your best way forward.