About Teachers' Path
Financial Planning
At Teachers’ Path, we’re not your typical financial advisory firm. We’re dedicated to empowering educators with tailored financial planning services that address the unique challenges and opportunities you face.
Our Founder's
Story
I’m Nathaniel Carswell, the founder of Teachers’ Path Financial Planning. As the youngest of four children from a working-class background, I witnessed firsthand the stress and struggles that financial insecurity can cause. This experience shaped my passion for financial planning and my desire to help others build personal wealth responsibly.
My
journey
01
First-generation college graduate
02
Overcame financial struggles and student loan debt
03
17 years of experience in the wealth management industry
04
Former COO at an RIA with nearly $1BN in AUM
05
Highly credentialed as a CFP® and CIMA®
Why I Focus
on Teachers
After years of working with high-net-worth clients, I realized my true calling was to help those who could benefit most from financial planning – teachers like you. I believe that educators, who dedicate their lives to shaping our future, deserve specialized financial guidance to secure their own futures.
My Certifications
Our Approach
At Teachers’ Path, we understand that:
- Many teachers are overly reliant on their pensions and may not fully grasp their benefits package
- Educators often fall prey to unethical sales practices from self-serving brokers
- Teachers need a fiduciary advisor who puts their interests first
That’s why we offer:
- Thoughtful, detail-oriented financial planning
- A focus on education and empowerment
- Transparent, ethical advice tailored to your unique situation
What Sets Us Apart
Expertise in Educator Finances: We specialize in the complexities of teacher pensions, 403(b) plans, and other educator-specific financial matters.
Fiduciary Commitment: As a fiduciary, we always put your interests first. No hidden agendas, and no pushy sales tactics.
Relatable Approach: We’re not here for fancy events or small talk. We’re here to have meaningful conversations about your financial future in a comfortable, judgment-free environment.
Our Promise to You
“I’m not a smooth talker or a charismatic salesperson. What I offer is a thoughtful, deliberate, and detail-oriented approach to your financial planning. My goal is to be a true partner in your financial journey, helping you make better financial decisions and work towards a secure future.”
Nathaniel Carswell, CFP® Professional and Founder of Teachers’ Path
