Pathfinder Employee Directory

Financial ServicesTennessee, United States0-1 Employees

At Pathfinder Strategic Solutions, we believe that the best approach for managing and growing a strong business is to start with a clearly defined vision of your ideal business, and then develop and implement a strategic plan to achieve it. Through our carefully designed programs, services as well as the tools and resources of PathfinderAdvisor.com, our clients know they have found a partner for their success. Our collective experience of over 50 years in financial services provides true insight into the world advisors face today. Members of our team have served in the roles of Financial Advisor, Branch and Complex Manager, and have home office experience in Executive Management and Corporate Strategy. From this first-hand involvement, we provide special insight and expertise as we work with Financial Advisors, Independent Advisors, RIAs, Broker-Dealers, TAMPs, Custodians and Asset Managers. Our approach in helping you develop your ideal business is grounded in our client-focused philosophy and guided by our defined process. First, we help you define your vision for what is ideal for you. Then we analyze your business and develop the plan and strategies to implement and support you to the finish line. We do not believe in getting caught up in what’s “hot” or what’s “working now.” Rather, we partner with you to define YOUR ideal business and then guide you to achieve your client-focused practice or advisor-focused business.

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