A complete list of active advisors currently associated with PathFinder Financial Services

Warmer can help you find a great advisor at PathFinder Financial Services or one who fits your needs even better.

Pathfinder Financial Services provides customized investment management and related advisory services to individuals and to pension and profit‑sharing plans. The firm offers both discretionary and non‑discretionary portfolio management, retirement rollover guidance, and may recommend independent third‑party managers or model portfolios. Pathfinder’s investment approach is primarily fundamental and long‑term oriented, with portfolios tailored to each client’s goals, risk tolerance, and any reasonable client‑imposed restrictions. The firm implements strategies using institutional mutual fund share classes, ETFs, individual securities, and model allocations from third‑party managers such as Congress Wealth Management, and reviews accounts at least annually. Noteworthy disclosures in the brochure include that certain advisory persons are licensed insurance professionals who may receive commissions for insurance product sales and that some advisory persons offer tax preparation services, both of which the firm identifies as potential conflicts of interest. The firm’s explicit work with pension and profit‑sharing plans and its use of affiliated or recommended third‑party managers are features the brochure highlights as part of its service mix and oversight practices.

To learn more about the advisors currently working at PathFinder Financial Services, 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.