Frequently Asked Questions

Pathfinder helps Financial Advisors transition their practices to the ideal home and assists firms in recruiting top financial talent. We provide practice transition support, recruitment, executive search, and team lift-outs, all backed by decades of industry expertise.

We partner with a wide range of organizations including banks, broker-dealers, RIAs, and wealth management firms—connecting them with advisors and teams that align with their vision, culture, and growth strategy.

We begin by understanding your unique goals, then leverage our network to identify the right firms. From introductions and negotiations to due diligence and integration, we handle the details so you can focus on your clients and future.

Confidentiality and integrity are at the core of our process. Advisors and firms trust us to protect their interests, reputations, and client relationships at every stage of a transition or recruitment engagement.