Experience and Teamwork
With Pathfinder Wealth Advisors, you get the advantage of several experienced advisors all working together for a common goal: providing you with the trusted guidance you need to help reach your dreams.
We all came to the financial planning profession individually, but we’ve joined together to build Pathfinder Wealth Advisors.
In 2017, we decided to leverage our individual strengths and create synergy between our financial services practices by founding Pathfinder Wealth Advisors and affiliating with our independent broker/dealer, Commonwealth Financial Network®. Working together, our advisor team shares ideas and strategies with each other, so that we can offer you advanced retirement and tax planning solutions to help you enjoy your best life--today and in the future.
Together, we have more than 140 years of combined experience in the financial industry. We bring our friendship and camaraderie together to offer you a more personalized and robust financial advisory solution.
You know us because we are your neighbors and friends. You can count on us to do what is in your best interest with the highest level of integrity. With our years of experience and ever-evolving industry knowledge, we have the tools to help you navigate the complexities of planning for your financial independence.
Take the Hassle out of
We’ll make sense of your planning challenges. Schedule a free consultation to gain clarity around your financial future.