About The Pathlight Advisors Team
We know it’s not easy for investors to build a trusted relationship with advisors they can count on. That’s why our advice is grounded in our planning experience and a goals-driven approach. And we are proud to provide something beyond this.
For Individuals
You only get one life. It’s up to you to make the most of it. Our family office experience helps you achieve clarity, confidence and structure to help you achieve your goals.
Retirement Plans
Is your retirement plan designed to generate optimal participant outcomes and control? Retirement plans are as diverse as the companies they serve. We will review your current plan to help determine if your specific needs and objectives are being met through the current design, or if can provide optional solutions.
For Participants
We pride ourselves on providing practical and meaningful tools designed to elicit better outcomes for you as a participant in your organization’s retirement plan. When investors fail to plan, their plan may fail. Pathlight Advisors believes a retirement plan is successful when it promotes the retirement readiness of participants it serves.
For Institutions
Whether you are managing an endowment, a charitable trust, or corporate cash account, our team at Pathlight can help you direct and grow your organization’s assets with strategic planning and custom financial solutions tailored for your specific needs.
For Business Owners
Optimizing your business succession shouldn’t feel like solving a Rubik’s cube blindfolded. With strategic exit planning, every move becomes intentional and aligned with your goals. You can unlock greater income today, build a business that thrives, and elevates your operations to best-in-class standards. It’s not about scrambling for solutions, it’s about orchestrating an exit with clarity, control, and confidence.
Fiduciary
As the plan sponsor of your qualified retirement benefit you are a fiduciary. According to the Department of Labor, plan sponsors are required to have a “prudent expert” responsible for their retirement plan. Our team will help you reduce your fiduciary liability by providing regular reviews, benchmarking and updates regarding public policy and industry litigation.
Education
We pride ourselves on providing practical and meaningful tools to elicit better outcomes for you as a participant in your organization’s retirement plan. When investors fail to plan, their plan may fail. Pathlight Advisors believes a retirement plan is successful when it promotes the retirement readiness of participants it serves.
2019 NAPA Top Women Advisors: Awarded October 2019: Data compiled by NAPA based on the time period from Jan. 2018-December 2018 (Source: napa-net.org. 2020 NAPA Top Women Advisors: Awarded October 2020; Data compiled by NAPA based on the time period from Jan. 2019 – Dec. 2019 (Source: napa-net.org). Fee paid for use marketing material. 2021 NAPA Top Women Advisors: Awarded October 2021: Data compiled by NAPA based on the time period from Jan. 2020- Dec. 2020 (Source: napa net.org). 2022 NAPA Top Women Advisors: Awarded October 2022: Data compiled by NAPA based on the time period from Jan. 2021 – Dec. 2021 (Source: napa-net.org). Fee paid for use marketing material. 2023 NAPA Top Women Advisors: Awarded October 2023: Data compiled by NAPA based on the time period from Jan. 2022 – Dec. 2022 (Source napa-net.org). Fee paid for use marketing material. The National Association of Plan Advisors (NAPA) Top Women Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year’s data about the practice, experience, and accomplishments as provided by nominees, and selected by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research, LLC based on time period from 6/30/22-6/30/23 (Source Forbes.com). 2023 Forbes Best-in-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research, LLC based on the time period from 6/30/21-6/30/22 (Source Forbes.com). 2022 Forbes Best-in-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30/21 (Source Forbes.com). 2021 Forbes Best-in-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20 (Source Forbes.com). Fee paid for use for marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosure criteria.
2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com) 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.