Mark J. McCandless,  CFP<sup>&reg;</sup> - Financial Advisor

Mark J. McCandless, CFP®

CPA,

President

Pathfinder Wealth Advisors LLC

4401 Rockside Road, Suite 212
Independence, OH 44131
FINANCIAL ADVISOR'S WEBSITE
(216) 236-6701

General

Mark McCandless is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pathfinder Wealth Advisors LLC in Independence, OH and the surrounding communities.

Financial Advisor Overview

PATHFINDER WEALTH ADVISORS LLC provides personalized confidential financial planning and investment management primarily to individuals, trusts and to closely held businesses. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, succession planning and estate planning. In addition the firm offers individual and trust income tax preparation to clients who have contracted for financial planning and/or investment management. PATHFINDER WEALTH ADVISORS LLC is strictly a fee-only financial planning and investment management firm. The firm does not receive commissions for purchasing or selling annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder’s fees are accepted.

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Financial Advisor Experience

Mr. McCandless graduated from Youngstown State University in 1978 with a Bachelor of Science in Business Administration. He majored in Accounting with minors in Management and Economics. He received his Master of Taxation Degree (MTax) from the University of Akron in 1984. Mr. McCandless has worked in the financial services industry since 1978. He has been involved in financial planning since 1984 and investment management since 1995. He is a Past President of both the Estate Planning Council of Cleveland and the Financial Planning Association of Northeast Ohio. Mark started PATHFINDER WEALTH ADVISORS LLC in 2014 primarily to meet the unique needs of high net worth individuals, trusts and closely held businesses. His experience in dealing with complex income tax, estate tax and investment matters enables him to bring creative ideas to the table to help clients toward the achievement of their long term goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Pathfinder is a registered investment advisor and does not maintain any broker-dealer affiliation

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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