We are pleased to introduce you to Pathlight. Founded in 2009, and advisor-owned, our firm provides personalized and integrated advisory and investment solutions for affluent individuals and families.

  • We act only in our clients’ best interest and believe that long-term client satisfaction is our benchmark for success.
  • We adhere to a time-tested approach while seeking innovation and independence in our thinking, analysis, and execution.
  • A clear vision and disciplined process drives our customized advice and innovative solutions.
  • Transparent and open communication delivered through innovative means is a hallmark of the Pathlight experience.
MEET OUR TEAM

In the mind of some investors, there is always a “crisis of the day” or potential major event looming that could mean the beginning of the next drop in markets. Are you prepared for the next crisis?

sign up to download “Lessons for the Next Crisis”

Know Your Credit Score,…

May 23, 2018 | Swetha Misra

We all have that one friend who says they will…

First Quarter Earnings are…

May 09, 2018 | Adrian Larson

Pathlight President, Adrian Larson, provides a recap of the fantastic…