A complete list of active advisors currently associated with Pathfinder Planning and Investments

Warmer can help you find a great advisor at Pathfinder Planning and Investments or one who fits your needs even better.

Pathfinder Planning and Investments provides wealth management and financial planning services to individuals and charitable organizations, delivering ongoing investment management as well as one-time, project-based planning engagements. The firm operates on a fee‑only basis and may recommend or utilize Outside Managers and model portfolios, including participation in the Altruist Model Marketplace, to implement client strategies. The firm’s investment process is grounded in Modern Portfolio Theory with a focus on asset allocation, combining passive and active vehicles, employing asset‑location principles for tax efficiency, and offering socially responsible (ESG) options when requested. Accounts are typically managed on a discretionary basis, reviewed quarterly, and custody, execution, and reporting are handled through its recommended custodial platforms (Altruist and Charles Schwab). Notable operational features include the provision of public and group educational seminars and speaking engagements (fee range $0–$2,500), a small advisor team managing roughly $122 million in AUM, and a trading practice that implements client orders on an individual basis rather than aggregating block trades. The firm also enforces a $500,000 account minimum (waivable on a case‑by‑case basis) and requires clients to use its recommended custodians, which can influence execution and platform capabilities relative to peers.

To learn more about the advisors currently working at Pathfinder Planning and Investments, 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.