Broker Check

Who We Are

Plan 4 Wealth was previously known as Planning Pathways (Murray, UTAH) and Jim Barlow Advisors (Layton, UTAH). Together we are stronger and better suited to service our client’s needs with two offices along the Wasatch Front. 

Plan 4 Wealth is an independently managed, full-service financial services firm committed to helping individuals and their families pursue their financial goals. We offer a wide range of financial products and services to that end. Our process and relationship with our clients is long-term and on-going. It is just that—a process. We want to stay attuned to changes in their lives, changes in their goals and, of course, changes with the markets, economy and tax laws. On-going communication and teamwork is vital to the success of any sound financial planning strategy.

AND, we are absolutely committed to providing our clients with impeccable client service.