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 provides comprehensive financial planning and discretionary investment management to individual and high‑net‑worth clients. The firm operates on a fee‑only basis and delivers ongoing wealth management that covers goals, cash flow, retirement, investment, tax, and estate planning analyses. The firm's investment approach centers on strategic asset allocation with a blend of passive instruments and selective active techniques, and it uses both fundamental and technical analysis to inform security and sector decisions. Clients may elect socially responsible investing strategies that use ESG-screened mutual funds or ETFs or customized portfolios of individual securities, and accounts are reviewed on a regular (quarterly) basis. Noteworthy operational features include a required custody relationship on a single institutional platform (Altruist) and an explicit trading policy that executes client orders on an individual basis rather than aggregating block trades. The firm was recently established and is led by a CFP®‑certified principal; it discloses that it is fee‑only, does not accept third‑party sales compensation, and does not vote client proxies.
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 |
|---|---|---|
Portland, OR
| 5
|
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