Blog - Pathview Wealth Advisors

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How to Choose a Financial Advisor

Juan Aguilar, CFP®

October 8, 2026

Pathview Wealth Advisors is an independent CPA + CFP® professional fee-only firm. Understanding how to choose a financial advisor can help you find a professional who offers the expertise, services, and guidance you need to make informed financial decisions. Hiring a financial advisor is an important financial decision. The right advisor can help you organize your financial life, evaluate complex decisions, understand the potential benefits of compound interest, and build a strategy that supports your long-term goals. However, financial advisors differ significantly in how they receive compensation,…
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Life Insurance: Term vs. Permanent – Part One

Paxton Dolan

October 27, 2021

Are you considering purchasing life insurance, but don’t know where to start? Begin with term life insurance, the simplest form of coverage.
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A Case for the Fiduciary Advisor

Josh Clavell

December 15, 2020

The volatility and uncertainty associated with COVID times tends to accentuate any pre-existing cognitive biases we might have, making us even more susceptible to…
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Pathview & Associates Announces Internal Succession; Names 3 New Principals as Owners

Pathview Wealth Advisors

October 1, 2020

Pathview Wealth Advisors, a multiple award-winning independent wealth management firm, announced today that its founder and CEO has successfully transitioned the ownership through an…
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Why should you want professional help with your financial planning?

Steve Doster, CFP®

August 27, 2019

There are many different aspects of financial planning, from retirement planning, to employee benefits, to ensuring your estate and assets are properly protected. It’s…
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