Live with Purpose – Retire with Peace – Explore the World – Leave a Legacy
At Pathfinder Financial Group, our name is more than a name—it’s rooted in Proverbs 16:9:
“The heart of man plans his way, but the Lord establishes his steps.” (ESV)
We believe financial planning is about more than numbers or retirement projections—it’s about purpose. We help individuals and families ask deeper questions around what truly matters, including:
Stewardship
Contentment
Generosity
Wisdom
Impact
Our approach is grounded in faith‑informed principles that shape how we serve, how we advise, and how we live. With Amy holding her Certified Kingdom Advisor® designation, and Rob and Heather actively pursuing theirs, our team is committed to integrating biblical wisdom into thoughtful financial strategies—helping clients live intentionally today while planning wisely for the future.
Guided Steps
The Guided Steps Planning Process is our Scripture‑anchored approach to financial planning.
It recognizes that while God ultimately knows the path we are meant to walk, discerning that
path requires wise counsel and intentional planning. By pairing biblical truth with practical
guidance, we help clients clarify priorities, make confident decisions, and move forward with
purpose as God establishes their steps.
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Location
Jensen Beach Office
- Phone:
- 772-408-0771
- Fax:
- 772-408-0776