Investment Management

At Pathfinder Planning, our focus is on the planning. Once you have a solid plan, the investing falls into place.

We help you balance investment returns with risk management to create portfolios that you can be comfortable with.

When it comes to managing your assets, our objective is always centered around achieving your family’s long-term financial goals.

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Pathfinder Planning LLC Custom Portfolios

First Ascent Asset Management

Betterment for Advisors

We believe you chase the next hot stock and attempt to “beat the market” at your own peril.

Our portfolios are designed to set you on the way to your desired future by lowering volatility and lowering your investment expenses. We feel that deliberately investing this way over a long period of time is the most direct path to achieving your financial goals.

“Simplicity is the ultimate sophistication.” – da Vinci

First Ascent portfolios are:

intended for use by long-term investors
designed to provide broad diversification
managed by our experienced investment team
rebalanced periodically using a disciplined process
constructed and managed with the goal of keeping costs low

In order to meet the varying needs of investors, we manage portfolios across the risk spectrum, ranging from 20% to 100% equity. We take a long-term approach to investing and allocate each of our portfolios accordingly.

Just starting to save and invest? We partner with Betterment for Advisors to help our young, tech-savvy clients make systematic investments over time. Using technology to automatically invest and rebalance keeps your investments on track gives you the savings discipline to grow your money.