The Power of Teamwork
Trusted Guidance to Help Your Financial Dreams take flight.
Pathfinder Wealth Advisors is a team of eight seasoned financial advisors in three communities. Our partnership allows us to combine our experience and strengths while still providing you with customized, one-on-one guidance, service, and knowledgeable support.
Sometimes the best ideas come from your closest friends. Here at Pathfinder Wealth Advisors, we are eight friends who encourage and motivate each other to deliver sound financial guidance and insight to our clients.
We offer you personalized attention and a customized wealth management plan built to your specifications. These are some of the strategies and services we may put to work for your family:
Minimize the tax burdens you face by understanding your specific circumstances and navigating evolving tax laws.