Tranquility Path Investment Advisors, LLC

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Client assets under management

Clients

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Tranquility Path provides investment consulting and monitoring, managed-account guidance, and financial planning to a mix of individual and entity clients; its brochure lists services for individuals (including high-net-worth clients), families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other entities, and reports roughly $33.1 million in assets under advisement. Services are delivered through co-advisor arrangements and three‑party investment management agreements rather than direct trading or custodial relationships.

The firm’s investment approach emphasizes broad asset-class diversification, passive “buy, hold, and rebalance” strategies grounded in Modern Portfolio Theory and Fama–French research, and the use of diversified no‑load mutual funds and ETFs often structured as fund‑of‑funds; models are typically sub‑advised by established firms such as Dimensional Fund Advisors, BlackRock, and Vanguard. Operationally, client accounts are routed to third‑party co‑advisors who hold discretionary trading authority and execute rebalancing, while Tranquility Path focuses on risk‑tolerance assessment, asset‑allocation design, and ongoing monitoring.

Compared with many peers in its category, Tranquility Path’s disclosures show relationships with several institutional and public‑sector client types that are uncommon for supported firms — including sovereign wealth funds, banking or thrift institutions, state or municipal government entities, insurance companies, and other investment advisers — and it also conducts client education events (Private Investor Education Events). The brochure also discloses that principals separately sell insurance and annuity products (approximately 20% of their time), a practice the firm flags as a potential conflict when those products are recommended.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Advice to individual participants of qualified retirement plans

Expertise

General retirement planning Retirement income strategy Social Security optimization Retirement withdrawal strategies Passive / index investing

Fee options

Percentage

$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.99% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%

Other

Account minimum: $250,000 Minimum fee: Minimum fee for a financial plan is $1,000 Fee-only: Fees charged based on Assets Under Advisement percentages/tiered fee schedule; fees for financial plans offered separately

Main office location

Tranquility Path Investment Advisors, LLC

100 Matawan Road, Suite 180

Matawan NJ 07747, United States

Number of offices

Most active in

Louisiana · New Jersey · New York · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 908-759-6322

Advisors at this firm

Henry Z

CFP®, Series 63

Matawan, NJ

Tranquility Path Investment Advisors, LLC

Henry Zupko Jr. is a CFP® with 21 years of industry experience. He has been with Tranquility Path Investment Advisors, LLC since 2011. Outside of his advisory work, he operates as an independent insurance agent, a role he has held since 1985. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to individuals, families, pension plans, trusts, charitable organizations, and corporations. The firm employs a diversified, passive investment approach based on Modern Portfolio Theory and works with third-party co-advisors to manage client accounts.

General retirement planning Retirement income strategy Social Security optimization Retirement withdrawal strategies Passive / index investing

David G

Series 65

Matawan, NJ

Tranquility Path Investment Advisors, LLC

David Golembieski is a financial advisor at Tranquility Path Investment Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Tranquility Path, he worked at Bristol Myers Squibb and Hovione. He also engages in independent insurance product sales as a sole proprietor. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to a diverse client base including individuals, families, pension plans, trusts, and charitable organizations. The firm emphasizes diversified, passive investment strategies based on Modern Portfolio Theory and partners with established sub-advisors such as Dimensional Fund Advisors, BlackRock, and Vanguard.

General retirement planning Retirement income strategy Social Security optimization Retirement withdrawal strategies Passive / index investing

Oscar C

CFP®, Series 65

Matawan, NJ

Tranquility Path Investment Advisors, LLC

Oscar Casas Jr. is a CFP® with 13 years of industry experience and is currently affiliated with Tranquility Path Investment Advisors, LLC. He previously worked at Ernst & Young for eight years. Outside of his advisory role, Casas serves as a volunteer treasurer for a local Cub Scouts pack in Monmouth County, NJ, and independently sells insurance and annuity products. Tranquility Path Investment Advisors provides investment consulting, managed-account guidance, and financial planning to individuals, families, and various institutional clients. The firm employs a diversified, passive investment approach based on Modern Portfolio Theory and Fama–French research, utilizing third-party co-advisors for trading and rebalancing.

General retirement planning Retirement income strategy Social Security optimization Retirement withdrawal strategies Passive / index investing

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