Welcome to Pathstone.
775+ team members.*
Specialized expertise.
$185B+ in aggregate assets.**

We are pleased to share that Mill Creek Capital Advisors is now part of Pathstone. This combination supports Pathstone’s commitment to serving ultra-high-net-worth families, endowments, and foundations and builds on our established presence in the Philadelphia metro area.

Learn more here.

We are excited to share that Mill Creek is now part of Pathstone.


CHOOSE THE SITE EXPERIENCE MOST RELEVANT TO YOU:

Individuals & Families

An individual or family navigating the complexity of significant, multigenerational wealth and seeking a trusted partner for stewardship, strategy, and legacy.

Family Offices

A privately held company managing the financial, legal, and personal affairs of a wealthy family, providing tailored support with discretion and foresight.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.

June 1, 2026

A Different Kind of Gathering: Reflections from “Finding Meaning in Money”

At Pathstone’s 18th annual conference in Denver, conversations about time, identity, technological change, and human connection suggested that wealth may be most meaningful when considered in the context of a preferred life.

March 12, 2026

Going the Distance: Five Qualities to Seek in a CDFA® Professional

Certified Divorce Financial Analysts® support attorneys and their clients in understanding the financial aspects of settlement negotiations. They can also help empower the client to make informed decisions for their financial future.

November 24, 2025

2025 Year-End Planning Insights

A holistic approach across 8 dimensions of your preferred life.

November 24, 2025

What Matters Most to You—This Season and Beyond?

Creating a long-term vision and strategy.

November 24, 2025

What Is the Value of Time?

Pause to rethink how you spend this precious commodity.

November 24, 2025

Keeping Yourself—and the Season—Merry and Bright

Prepare for the holidays with a focus on health.

January 8, 2025

Matt Fleissig on “Adapting to Change”

Pathstone CEO Matt Fleissig featured on "The Greatness Machine with Darius" podcast, offering insights into the firm’s approach to wealth management.

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