Pathlight Investment Advisors, LLC is a San Francisco-based independent wealth management firm. As a fee-only fiduciary, the company is legally and ethically bound to act in its clients' best interests. It offers comprehensive financial services including personalized financial planning, discretionary investment management, and coordination with clients' tax and estate planning professionals. The firm emphasizes a long-term, disciplined investment approach tailored to the unique goals and circumstances of each client.

Founded in

United States