About
Rick Blosser's Journey
A 32-year distinguished career in wealth management built on expertise, integrity, and a client-first approach.
Wealth Advisor, Leader & Philanthropist
Richard "Rick" Blosser
Rick Blosser has built a distinguished career over three decades in wealth management. He is currently the founding partner and Managing Director of Pathfinder Wealth Advisors, an independent Registered Investment Advisor (RIA) and multi-family office he launched in 2019.
Rick’s practice is devoted to providing comprehensive financial counsel to a select group of clients, including entrepreneurs, senior executives, family offices, and affluent families. His authoritative yet client-centered approach has helped many navigate complex financial decisions and preserve wealth across generations.
Career Highlights
Professional Journey
Rick Blosser’s distinguished career spans prestigious firms and leadership roles in wealth management.
Pathfinder Wealth Advisors
Founded independent RIA and multi-family office to provide conflict-free advice and personalized service.
Wells Fargo Wealth Management
Developed tailored solutions for Wells Fargo's wealthiest private clients.
UBS Private Wealth Management
Led growing team delivering holistic wealth management and family office services.
Morgan Stanley
Built substantial advisory practice working with wealthy families and foundations.