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

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

...and you need a guide you can trust.
At Pathfinder, our CFP® professionals will be your guide, as you navigate life’s events.
