Pathlight Advisors

About Us

Pathlight Advisors is a full-service wealth management firm specializing in helping families of closely held businesses plan for a successful business succession or sale within the next two to ten years.

Preparing for an exit is one of the most complex and consequential financial decisions a business owner will face. Our advice is grounded in deep planning experience, a goals-driven approach, and a commitment to providing clarity, confidence, and control throughout the process.

For business owners, Pathlight Advisors delivers strategic exit and succession planning that turns uncertainty into intentional action. We help clients unlock greater income today, build businesses that thrive independently, and elevate operations to best-in-class standards—so when it’s time to transition, every decision aligns with long-term personal and financial goals.

For individuals and families, we bring structure and purpose to wealth planning, supporting clients before, during, and after a liquidity event.

We also support retirement plans, plan participants, and institutions with fiduciary-focused guidance and customized financial solutions. We work with plan sponsors to evaluate plan design, manage fiduciary responsibility, and promote participant retirement readiness through regular reviews, benchmarking, and education.

For institutions, we provide strategic planning for endowments, charitable trusts, and corporate assets.

At Pathlight Advisors, planning goes beyond numbers. It’s about aligning wealth with purpose and moving forward with clarity and confidence.