You Built Something Real. Let's Help You Grow It.

Pathworks Financial partners with relationship-first advisors who are ready for better infrastructure, real support, and a team behind them — so they can focus on what matters most: their clients.

Start a ConversationSee What We Offer

Running your practice alone is exhausting.

Compliance and operations shouldn't consume your week.

Your clients deserve continuity. So does your business.

What We Provide

The infrastructure, support, and partnership you need to serve your clients — and build a practice that lasts.

Investment & Portfolio Support

Pathworks provides institutional-quality investment management and portfolio support — so you stop doing it alone.

Operational & Compliance Stability

We handle the back-office. You focus on clients. Marketing, compliance, and operations — covered.

A Collaborative, Team-Based Culture

Pathworks is relationship-first. You join a team that shares your values — not a production quota.

Succession & Continuity Planning

What happens to your practice and your clients when you're ready to step back? We help you build a plan now.

Is this the right fit?

You might be a good fit if:

  • You manage $40–80M in AUM
  • You're independent or at a small RIA
  • You're stretched thin running your business and serving clients
  • You care about long-term planning, not just transactions
  • You're thinking about the future of your practice

If any of these resonate, let's have a conversation. No commitment — just a real discussion.

Talk to Stacey
Stacey — Corporate Recruiter at Pathworks Financial
StaceyCorporate Recruiter — Pathworks Financial
Stacey@pwfin.com(248) 504-7826

Stacey works directly with advisor prospects to understand your practice, your goals, and whether Pathworks might be the right fit. There's no script here — just an honest conversation about where you are and where you want to go.

Stacey St. Charles serves as Corporate Recruiter at Pathworks Financial, where she focuses on identifying and attracting experienced advisors to join the firm. She brings prior experience as a recruiter with a national firm, where she developed a strong ability to connect with professionals and match talent with opportunity. After stepping away from her career to focus on raising her family, she has returned to the workforce with a renewed perspective and a deep appreciation for meaningful, relationship-driven work.

At Pathworks, Stacey works closely with leadership to support the firm's long-term growth by building relationships with advisors who align with the firm's values and vision. She is known for her thoughtful approach, strong communication skills, and ability to connect with people in an authentic and engaging way.

Schedule a call with Stacey

Common questions

Answers to what advisors ask most when they first reach out.

Our Office

43155 Main Street, Suite 212 — Novi, MI 48375

Get directions →

You don't have to figure it out alone.

Let's have a real conversation about your practice and what Pathworks can offer.

Connect with Stacey