Carlie, with decades of experience in finance and education, has a knack for simplifying complex financial concepts. Danielle, a dynamic presence in Birmingham’s Historic Civil Rights District, juggles roles as an attorney, military officer, entrepreneur, and community visionary.
When Carlie left her former firm to focus on the intersection of finance and social justice, she connected with Danielle, whose impactful financial education work in Birmingham’s Civil Rights District inspired her to envision a more strategic and accessible approach to investment advice.
In 2023, they founded Equal Path Investments, disrupting financial norms through radical transparency and education-first planning. With a mere 5% of investment firms being female-owned, they knew the system needed fundamental change. Their mission? Empowering impact-driven people to design intentional next chapters, whether that's rest, reinvention, or retirement, and invest aligned with their values, even when that demands a customized approach.
By dismantling systemic flaws in financial planning, Danielle and Carlie champion dignity for all clients, regardless of asset amounts. Their aim? Sharing their blueprint for financial success that integrates social impact with wealth building. Welcome to the fun!
