Our Philosophy

"Pathfinder" is defined as a person who goes ahead of a group and finds the best way to travel through an unknown area. This perfectly describes the services we offer to clients who seek the path toward the achievement of their life goals. Turmoil in the world and in personal lives sometimes clouds our vision. Pathfinder will focus on developing a strategy using the tools of the investment, finance and tax worlds to clear the way to a better understanding of what it takes to succeed in today's uncertain environment. We are a fee-only firm dedicated to our clients and their success.


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