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Your Ally in Financial Talent & Practice Transitions
Connecting Advisors and Firms - A New Chapter Starts Here
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Welcome to
Pathfinder Consulting Partners
At Pathfinder Consulting Partners, we know that matching the right people and practices with the right opportunities is the key to long-term success in the financial services industry. Our mission is to help Financial Advisors find the ideal home for their unique practices, while also assisting top financial firms in recruiting exceptional talent. With decades of combined industry experience, our team takes a consultative, hands-on approach—providing guidance, strategy, and support tailored to each client’s goals.
Specialized Services for Advisors and Firms
Advisor Practice Transitions – Whether you’re looking to merge, sell, or move your practice, we help you identify the ideal home.
Financial Talent Acquisition – We work alongside banks, broker-dealers, RIAs, and wealth management firms to recruit professionals who bring energy and expertise to your team.
Executive Search & Team Lift-Outs – Pathfinder manages targeted executive searches and orchestrates seamless team transitions—minimizing business disruption and maximizing cultural alignment.
Diversity, Equity & Inclusion Initiatives – We’re committed to helping both advisors and firms build diverse, resilient, and future-ready organizations.
FAQ
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.