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Financial Planning Made Simple

The world of finance can be complex and confusing, but Pathfinder Planning LLC is here to help.  Have questions but don't have a lot of money to invest?  That's OK!  We offer financial planning advice customized to your needs, all for an hourly fee.  And, we don't accept commissions from mutual funds or other sales companies, so we can focus on giving unbiased advice and selecting the right products to serve your needs.  You don't need more paperwork and disclosures, you need financial solutions that you can understand and implement.  So choose Pathfinder Planning LLC - financial planning for the rest of us. 

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Choose Us Because...

* We charge by the hour, not through commissions or fees.
* There are no minimum account balances or net worth requirements.
* We can offer unbiased advice since we don't sell products.
* You keep your current brokerage, bank, insurance agent, and other financial services providers.
* We can offer advice to help you meet your specific goals.
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Pathfinder Planning LLC is a Registered Investment Advisor in North and South Carolina.  Statements on this website do not represent an offer to sell services outisde of North and South Carolina.
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