Our Story
Three Paths. One Purpose.
We came from different places. We walked different roads. But our paths converged around a single truth: families deserve better financial education.
How 3 Path Financial Began
Three individuals. Three completely different walks of life. Three unique perspectives shaped by different experiences, challenges, and triumphs. What brought them together wasn't a business plan - it was a shared calling.
Each founder had experienced firsthand how a lack of financial knowledge can hold families back. They saw hardworking people making decisions without the education they needed. They saw families struggling not because they didn't work hard enough, but because no one ever took the time to teach them.
The “3” in our name carries deep meaning. It represents our three founders coming together - and it represents the Holy Trinity that guides everything we do. Our faith isn't just something we talk about. It's the foundation we build on. It's why we lead with service, why we prioritize people over profit, and why we believe that helping families is sacred work.
3 Path Financial exists because we believe every family deserves access to the same financial knowledge that the wealthy have always had. We're not here to pressure anyone. We're here to educate, empower, and walk alongside families as they build the future they deserve.
Three Founders
From different backgrounds, industries, and life experiences - each bringing unique wisdom to the mission of serving families.
Three Paths United
Different journeys converging on a single purpose: making financial education accessible to every family, regardless of background.
The Holy Trinity
Faith is our compass. The Trinity reminds us that true strength comes from unity, purpose, and serving something greater than ourselves.
What We Stand For
Our Values
Education Over Everything
We lead every conversation with knowledge. We believe that when families understand their options, they don't need to be sold - they make empowered choices on their own.
Faith as Our Foundation
The Holy Trinity reminds us that strength comes from unity and purpose. Our faith drives us to serve with integrity, compassion, and genuine care for every family we meet.
Family at the Center
Every strategy, every concept, every conversation comes back to one question: How does this help your family? If it doesn't serve your family's best interest, we won't recommend it.
Transparency Always
No hidden agendas. No confusing jargon. We explain everything in plain language and make sure you fully understand before any decisions are made.
Meet The Team
The Founders
Three different paths. One shared purpose.
Brian Palermo
Co-Founder
Mark Yard
Co-Founder
Aaron Duchane
Co-Founder
Let Us Walk With You
Whether you're just starting your financial journey or looking to protect what you've built, we're here to help your family every step of the way.
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