A complete list of active advisors currently associated with Pathview Wealth Advisors

Warmer can help you find a great advisor at Pathview Wealth Advisors or one who fits your needs even better.

Pathview Wealth Advisors provides ongoing investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm reports managing approximately $583 million in discretionary and nondiscretionary assets for roughly 362 clients and offers both continuous portfolio management and limited consulting engagements. The firm’s stated investment approach emphasizes asset allocation and fundamental analysis, implementing discretionary strategies that commonly use mutual funds and short-term money market funds for cash management. Although the brochure notes the firm does not recommend using margin to increase leverage, it discloses that clients may maintain margin accounts for personal borrowing and describes the associated risks. Among features that distinguish the firm from many peers, an owner is a licensed CPA who supervises tax preparation services offered to advisory clients, a relationship the brochure identifies as a potential conflict of interest the firm attempts to mitigate. The firm also offers operational services to other registered investment advisers—assisting unaffiliated RIAs with portfolio rebalancing and model portfolios via TRX software for a negotiated fixed fee—an offering that is relatively uncommon for firms of this size.

To learn more about the advisors currently working at Pathview Wealth Advisors, 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.