A complete list of active advisors currently associated with Pathfinder Advisory, Inc.

Warmer can help you find a great advisor at Pathfinder Advisory, Inc. or one who fits your needs even better.

Pathfinder Advisory, Inc. provides fee-based financial planning and asset management to individuals, business entities, trusts, estates and charitable organizations, managing roughly $121 million across about 145 client relationships. Services include integrated financial planning (investor education and financial coaching), portfolio management on both discretionary and non‑discretionary bases, and implementation support through recommended custodians. The firm emphasizes strategic asset allocation and diversification, using both fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance. Pathfinder customizes relationships through documented goals and may place trades under limited discretionary authority; it also uses third‑party money management arrangements (including a tri‑party co‑adviser relationship) when appropriate. Noteworthy differences from many peers include its role as a licensed insurance producer and the fact that some representatives may recommend and sell insurance products for commission alongside advisory services, a potential conflict the brochure discloses. The firm also highlights investor education and coaching as part of its planning work and maintains co‑adviser relationships with third‑party managers to implement certain strategies.

To learn more about the advisors currently working at Pathfinder Advisory, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.