Pathfinder Wealth Consulting is an independent, fee-only Registered Investment Adviser (RIA) based in California. The firm operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. They specialize in creating personalized financial plans and investment strategies to help individuals, families, and business owners navigate complex financial decisions and achieve their long-term goals, such as retirement, wealth accumulation, and legacy planning. Their approach emphasizes a disciplined, evidence-based investment philosophy and a comprehensive view of a client's entire financial life.

Founded in

United States