Your Partner in Tranquil Planning

Retirement is a time for relaxation and enjoyment, not worry and stress. At Tranquility Path Investment Advisors, our goal is to help you feel confident about your retirement plan, so you can focus on the things most important to you. Our unique approach to retirement planning is based on academic and Nobel Prize-winning strategies, specifically tailored to meet the needs of pre-retirees, retirees, and those recently leaving full-time employment. We specialize in the distribution phase of financial life and provide custom strategies to support your personal and family needs for years to come.

As fee-based, independent fiduciaries, we always prioritize your needs and goals. We work to earn your trust and comfort with our solutions and gently guide you through the process, demonstrating genuine care for your situation. Our approach involves educating you so you not only walk away with a solid retirement plan, but you understand what we’re doing and why. We’ll be your true partner on your financial journey toward a peaceful retirement.

Our Investment Philosophy

Guiding you toward financial empowerment.

At Tranquility Path, we take a different approach to retirement income planning, based on scientific research. We believe in very strong diversification among asset classes and low-cost investment vehicles, rather than chasing yesterday’s winners or trying to time the market. Our strategies are designed to provide reliable cash flow in retirement, so our clients can enjoy a peaceful, tranquil retirement. With our guidance, clients can feel confident they have a solid retirement income plan with a path toward financial security.

Meet Our Team

Industry experts with a heart of gold.

Henry Zupko


Henry Zupko is Founder and President at Tranquility Path Investment Advisors, LLC, an independent Registered Investment Advisor firm dedicated to putting their clients first, always. With over 35 years of experience, Henry sets the direction of the firm, manages, and in many cases personally interacts with clients to help develop financial strategies that set them on a tranquil retirement path. He is passionate about being a trusted partner to his clients, developing long-lasting relationships so he can guide them through life’s milestones, twists, and turns. In all he does, Henry strives to make a positive impact on others and help change their lives for the better.

Henry is a CERTIFIED FINANCIAL PLANNER™ professional and holds an MBA from the University of Massachusetts and a bachelor’s degree in electrical engineering from the New Jersey Institute of Technology. Henry is a proud Eagle Scout who loves traveling the world and spoiling his grandchildren.


Oscar Casas


Oscar Casas is the Chief Executive Officer at Tranquility Path Investment Advisors, an independent Registered Investment Advisor firm dedicated to putting their clients first, always. Oscar has over a decade of experience helping clients plan for a confident retirement. He is known for being an empathetic and compassionate listener and for prioritizing his clients’ needs and goals above all else. He acts as a coach, advising his pre-retiree and retiree clients through all the ups and downs on their financial journey. He loves that he has the opportunity to make a difference in people’s lives and take some of the stress off their shoulders.

Oscar has a bachelor’s degree in finance, a master’s degree in personal financial planning, and is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor℠, Master Planner Advanced Studies℠ and Accredited Behavioral Finance Professional℠. When he’s not working, you can find him enjoying the outdoors with his three children. He is an avid tennis player who also loves golf, the beach, snowboarding, traveling, and volunteering with the Scouts.


Maripat Zupko


Maripat Zupko serves as the Executive Vice President for Administration at Tranquility Path. She is responsible for the overall management of client communications, web and social media presence, Private Investor Education events, and all similar activities. Maripat holds a bachelor’s degree from Georgian Court University and was previously an elementary school teacher.

Our Client Stories

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