PATHFINDER WEALTH ADVISORS LLC provides personalized confidential financial planning and investment management primarily to individuals, trusts and to closely held businesses. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, succession planning and estate planning. In addition the firm offers individual and trust income tax preparation to clients who have contracted for financial planning and/or investment management.
PATHFINDER WEALTH ADVISORS LLC is strictly a fee-only financial planning and investment management firm. The firm does not receive commissions for purchasing or selling annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. No commissions in any form are accepted. No finder’s fees are accepted.