Pathfinder Wealth Advisors is an independent, fee-only wealth management firm based in California. The company operates as a fiduciary, meaning it is legally obligated to act in its clients' best interests. Its services are built around comprehensive financial planning, investment management, retirement planning, tax strategies, and estate planning. The firm's mission is to provide clients with clarity, confidence, and control over their financial lives through objective and personalized advice.

Founded in

United States