Set your finances on a solid path.

We'll be your guide.

A knowledgeable partner

Whether you're retired, retiring soon, facing other life transitions, or in the early stages of your financial journey, we are ready to help you manage your finances as effectively as possible.

Pathfinder’s Services

Life happens...

A solid financial foundation is important at all stages of life.

Retirement party with a grandfather opening a bottle of champagne.

Sometimes unexpectedly...

We’ll provide you with the peace of mind to manage what life throws your way.

Employee leaving office with cardboard box of belongings.

...and you need a guide you can trust.

At Pathfinder, our CFP® professionals will be your guide, as you navigate life’s events.

two people looking over a map with a compass in the woods.