Our Guidance.
Your Journey.
An Ensemble Approach to Financial Planning
CandorPath Financial was formed as an ensemble financial planning practice with the intent to provide advice-based solutions for a vast range of financial services, maintain a disciplined approach to objectivity and honesty, and equip clients with the knowledge they need to achieve their version of financial success.
Made up of two CERTIFIED FINANCIAL PLANNERS™ and an Enrolled Agent, CandorPath Financial provides services to help clients in all phases of their lives. We value honesty, removing all conflicts of interest, and charge clients a clear, fair fee for our services.
Our Unique Client Experience
CandorPath exists to provide a collaborative, team-based experience to clients. We treat each client as the individual they are, and our financial plans fit their unique needs. We treat our clients like family. With CandorPath, you get a relationship-driven approach — one that, like your investments, is made to last.
Over the course of a lifetime, the average person will walk more than 216 million steps. Let us help you find your stride with purpose so you can devote your time to enjoying life’s journey.
Check Out Our Podcast
The Above Board Podcast is filled with honesty, transparency, and a little bit of humor. Hosted by TheRichB, Matthew Marcoux, CFP®, and John Kennedy, CFP®.
Testimonials
Al A.
1 year ago
CandorPath Financial has redefined what financial advising should feel like.
From the very first conversation, it was clear we were not just an account or spreadsheet, we were people with goals, fears, and a future worth planning for. The team at CandorPath brings not only deep financial expertise but something far rarer, genuine care.
They take the time to listen, really listen, and their advice reflects that. There's no jargon, no hard sell, just clear guidance and a sense of partnership that's hard to put into words. Every interaction feels like a conversation with a trusted friend who happens to be incredibly savvy with money.
Their approach is thorough, transparent, and always tailored. We've never felt more confident about our financial path, and more importantly, we've never felt more understood by a financial professional.
If you 're looking for a team that's as invested in your peace of mind as they are in your portfolio, CandorPath Financial is it. A rare combination of heart and expertise.
From the very first conversation, it was clear we were not just an account or spreadsheet, we were people with goals, fears, and a future worth planning for. The team at CandorPath brings not only deep financial expertise but something far rarer, genuine care.
They take the time to listen, really listen, and their advice reflects that. There's no jargon, no hard sell, just clear guidance and a sense of partnership that's hard to put into words. Every interaction feels like a conversation with a trusted friend who happens to be incredibly savvy with money.
Their approach is thorough, transparent, and always tailored. We've never felt more confident about our financial path, and more importantly, we've never felt more understood by a financial professional.
If you 're looking for a team that's as invested in your peace of mind as they are in your portfolio, CandorPath Financial is it. A rare combination of heart and expertise.
John O.
1 year ago
Because of our son’s experience we were introduced to John Kennedy and his associates. We have been so thankful over the years for their expert guidance, knowledge and personal caring concern over our financial direction towards our present and future needs.
Christa L.
2 years ago
Exceptional Financial Guidance with a Personal Touch!
We have had the pleasure of working with John Kennedy, Matt Marcoux and the CandorPath Team for several years and couldn't be more satisfied with the service we have received. John's expertise and genuine care for his clients truly set him apart in the financial advisory space. Getting started on your financial journey can be scary but here is why they are the right choice:
Personalized Financial Planning: John and the team took the time to understand our financial goals and created a tailored, step by step plan that covered everything from paying off debt, emergency fund savings to future retirement and investment strategies. They provided clear explanations for each recommendation, making the entire process easy to understand.
Personalized Attention: We have been through our share of advisors over the years and unlike some advisors who offer generic advice and are focused heavily on investment strategies, John's recommendations were specific to OUR financial situation and future aspirations. He made sure to address all our concerns and provided actionable steps to achieve the goals.
Trustworthy and Reliable: Throughout our interactions, John and team have demonstrated a high level of integrity and professionalism. They were transparent about fees and ensured we fully understood the costs associated with their services.
Overall Experience: Working with CandorPath has been an exceptional and life changing experience for our family. The personalized approach, combined with the extensive knowledge and proactive communication, has given us confidence in our financial future. I HIGHLY recommend CandorPath Financial to anyone looking for a reliable knowledgeable, trustworthy (and down to earth!) financial advisor.
Thank you, John, Matt and team for your exceptional service!
We have had the pleasure of working with John Kennedy, Matt Marcoux and the CandorPath Team for several years and couldn't be more satisfied with the service we have received. John's expertise and genuine care for his clients truly set him apart in the financial advisory space. Getting started on your financial journey can be scary but here is why they are the right choice:
Personalized Financial Planning: John and the team took the time to understand our financial goals and created a tailored, step by step plan that covered everything from paying off debt, emergency fund savings to future retirement and investment strategies. They provided clear explanations for each recommendation, making the entire process easy to understand.
Personalized Attention: We have been through our share of advisors over the years and unlike some advisors who offer generic advice and are focused heavily on investment strategies, John's recommendations were specific to OUR financial situation and future aspirations. He made sure to address all our concerns and provided actionable steps to achieve the goals.
Trustworthy and Reliable: Throughout our interactions, John and team have demonstrated a high level of integrity and professionalism. They were transparent about fees and ensured we fully understood the costs associated with their services.
Overall Experience: Working with CandorPath has been an exceptional and life changing experience for our family. The personalized approach, combined with the extensive knowledge and proactive communication, has given us confidence in our financial future. I HIGHLY recommend CandorPath Financial to anyone looking for a reliable knowledgeable, trustworthy (and down to earth!) financial advisor.
Thank you, John, Matt and team for your exceptional service!
Dan S.
2 years ago
The entire team at Candorpath Financial is amazing! They truly take the time to understand your individual goals and develop the right strategy based on those goals. What makes it even better is that they break everything down for you, ensuring you fully understand what they are doing and why. Highly recommend their services!
Brian H.
2 years ago
We were introduced to CandorPath through friends and we couldn't be more thankful. John and his team have demonstrated an unparalleled expertise in helping guide us with creating our trust, advising on life insurance, and guiding us through our retirement account decisions. They accessibility and unique approach sets them apart, making them a standout choice for financial planning needs. Their dedication to personalized service and top-notch customer care truly sets them apart in the industry. Thank you John and CandorPath for all you have done and continue to do for our family!
Brendan L.
2 years ago
I’ve known John Kennedy for several years and just recently signed on as a client. He and his team have been amazing! He spends as much time as I need to go over the investments, guide me through the process, and he answers any questions I have. This experience has been great and my wealth management is off to a great start. Thank you John! I highly recommend Candor Path Financial.
Ben F.
3 years ago
Move over Hollywood blockbusters, because the real star of our financial journey is none other than John Kennedy! From epic strategies for large financial planning to his stellar performance in the everyday budget scenes, John has truly mastered the art of financial wizardry.
In this gripping saga of fiscal responsibility, John takes the lead with charisma and expertise that keeps you on the edge of your budget sheet. His guidance is the plot twist we never knew we needed, turning mundane financial decisions into blockbuster moments.
John's dedication to our family's financial success deserves an Oscar-worthy standing ovation. He doesn't just crunch numbers; he crafts a storyline of stability and growth that keeps us eagerly anticipating the next chapter in our financial adventure.
In the financial industry's crowded red carpet, John Kennedy is undeniably the leading man, stealing the spotlight with his insightful advice and budgetary brilliance. We're not just financially secure; we're starring in the blockbuster of our financial lives, thanks to John's unparalleled expertise!
If you're looking for a financial planner who can turn your financial story into a blockbuster hit, look no further than John Kennedy – the maestro of money matters!
In this gripping saga of fiscal responsibility, John takes the lead with charisma and expertise that keeps you on the edge of your budget sheet. His guidance is the plot twist we never knew we needed, turning mundane financial decisions into blockbuster moments.
John's dedication to our family's financial success deserves an Oscar-worthy standing ovation. He doesn't just crunch numbers; he crafts a storyline of stability and growth that keeps us eagerly anticipating the next chapter in our financial adventure.
In the financial industry's crowded red carpet, John Kennedy is undeniably the leading man, stealing the spotlight with his insightful advice and budgetary brilliance. We're not just financially secure; we're starring in the blockbuster of our financial lives, thanks to John's unparalleled expertise!
If you're looking for a financial planner who can turn your financial story into a blockbuster hit, look no further than John Kennedy – the maestro of money matters!
Sebastian A.
4 years ago
hazellocks
4 years ago
I don't have a huge portfolio--not by a long shot--but I have felt welcomed and treated
with kindness, care and
concern. I trust Candor
Path. They are the real
deal.You don't need millions: no matter where
you are on your planning
journey, Candor Path will
be with you. I highly
recommend them. 🧡🔥
with kindness, care and
concern. I trust Candor
Path. They are the real
deal.You don't need millions: no matter where
you are on your planning
journey, Candor Path will
be with you. I highly
recommend them. 🧡🔥
Kathy B.
4 years ago
I was introduced to John Kennedy at CandorPath at the most difficult time in my life. I had just lost a loved one and had an estate to settle. I was dealing with financial matters that were completely new to me and John and Matt did an incredible job of supporting me. They went way above and beyond making sure I understood what needed to be done and how to go about dealing with closing and moving accounts at other organizations. In the end it took over a year to finalize all aspects of the estate and I cannot imagine going through a process like that with any other company. I’ve been a client now for 3 years and I couldn’t be happier or more satisfied with my results. I never thought I’d be writing a 5 star review for a Financial Planning company but this one deserves it!