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Pathway Financial Advisors, LLC Employee Directory

Financial ServicesVermont, United States11-50 Employees

Pathway Financial Advisors, LLC operates in the financial services sector as an independent financial planning and investment management firm. Based in Burlington, Vermont, with an additional office in Atlanta, Georgia, it serves high-net-worth individuals and business owners across the United States, offering fee-only, fiduciary guidance that avoids product sales or commissions. The firm provides comprehensive financial planning and objective investment management, helping clients organize, grow, and protect their assets through life transitions. It maintains a low client-to-advisor ratio to foster meaningful, long-term relationships and transparent, conflict-free advice. By acting as a trusted partner with a collaborative plan, Pathway aims to provide clients with financial security and the freedom to focus on their priorities.

Find Pathway Financial Advisors, LLC employees' phone numbers or email addresses

Pathway Financial Advisors, LLC Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Pathway Financial Advisors, LLC's Leadership

  • Director at Pathway Financial Advisors, LLC
    A. S.
    Director
  • Client Services Representative at Pathway Financial Advisors, LLC
    A. H.
    Client Services Representative
  • Dofi at Pathway Financial Advisors, LLC
    A. S.
    Dofi
  • Mng Member at Pathway Financial Advisors, LLC
    M. H.
    Mng Member

Pathway Financial Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Pathway Financial Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Director at Pathway Financial Advisors, LLC
    A. S.
    Director
    Oct 22, 2024
  • Client Services Representative at Pathway Financial Advisors, LLC
    A. H.
    Client Services Representative
    Oct 23, 2024
  • Dofi at Pathway Financial Advisors, LLC
    A. S.
    Dofi
    Jul 04, 2025
  • Mng Member at Pathway Financial Advisors, LLC
    M. H.
    Mng Member
    Oct 23, 2024

Frequently Asked Questions

What is Pathway Financial Advisors, LLC known for?

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Pathway Financial Advisors, LLC was founded in 2000 and operates in the Financial Services industry. Explore Pathway Financial Advisors, LLC's company overview page for more information.

What is Pathway Financial Advisors, LLC's most common email format?

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Pathway Financial Advisors, LLC employees' email format typically follows the pattern of First.Last@pathwayadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Pathway Financial Advisors, LLC email formats with LeadIQ.

How many employees does Pathway Financial Advisors, LLC have currently?

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Pathway Financial Advisors, LLC has approximately 15 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Pathway Financial Advisors, LLC's key employees and leadership?

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As of August 2026, Pathway Financial Advisors, LLC's key employees include:

  • Director: A. S.
  • Client Services Representative: A. H.
  • Dofi: A. S.
  • Mng Member: M. H.

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