A complete list of active advisors currently associated with Pathlight Financial Planning LLC

Warmer can help you find a great advisor at Pathlight Financial Planning LLC or one who fits your needs even better.

Pathlight Financial Planning LLC is an independent, fee‑only registered investment adviser that provides comprehensive financial planning and discretionary wealth management for individuals and high‑net‑worth clients. The firm combines ongoing portfolio supervision with tailored planning work across net worth, cash flow, retirement, tax, and estate considerations. The firm’s investment approach centers on asset allocation with a mix of passive and active tools, using fundamental and technical analysis as appropriate and evaluating mutual funds and ETFs for manager track record and holdings overlap. It also offers socially responsible investing options, including customized ESG screens and portfolios of individual securities supported by third‑party research, and accepts limited discretionary trading authority while permitting written client restrictions. Notable operational features include a requirement that clients establish accounts on the firm’s recommended institutional custodial platform (Altruist Financial, LLC) and a policy of implementing trades on an individual rather than aggregated (block) basis. The firm is a recent start‑up led by a CFP®‑certified principal, maintains a small client roster allowing individualized attention, and the principal’s active service on professional and community boards is highlighted in the brochure.

To learn more about the advisors currently working at Pathlight Financial Planning LLC, 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.

Name	Location	Years of experience
Jonas Merrill	Portland, OR	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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