Scott Beaudin

CFP®, CPA/PFS

Pathway Financial Advisors, LLC

Lead Financial Planner

Contact Me

Scott Beaudin

CFP®, CPA/PFS

Pathway Financial Advisors, LLC

Lead Financial Planner

We do our best work with clients who desire to be intentional about living their best possible life with the resources available to them. - Scott Beaudin, CFP®, CPA/PFS

Contact Me

802-660-7086

Website

The goal of all professionals at Pathway Financial Advisors is to illuminate clients' paths and provide support for the discovery and pursuit of fulfilling lives. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.

Scott Beaudin is a South Burlington, VT fee-only financial planner. Pathway Financial Advisors, LLC provides comprehensive financial planning including estate planning and tax planning, as well as investment management, and retirement planning to help both business owners and high net worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Beaudin is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Scott Beaudin founded Pathway Financial Advisors in 2000 and carries over 20 years of experience assisting individuals & families with all aspects of personal financial planning including helping business owners transition their businesses.

Scott attended the University of Vermont where he earned a bachelor’s degree in accounting. He later graduated with honors from the nationally recognized Robinson School of Business in Atlanta, Georgia, with a MBA-finance degree. Scott is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. He is also a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (CPA/PFS) designation awarded by the American Institute of Certified Public Accountants (AICPA).

Scott has been an active volunteer member of NAPFA for many years, serving in several capacities, including as Chairman of NAPFA’s National Board of Directors. In 2020, NAPFA recognized Scott with their Robert J. Underwood Distinguished Service Award for his contributions to the organization.

Scott’s hobbies include hiking, skiing, and sailing with his family.

Scott Beaudin is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Your experience with Pathway

As your guide through the maze of life, we help you continually define financial objectives and execute actions that move you toward your desired economic outcomes.

Whether your goal is to put your children through college debt-free, build a business that provides enduring financial security for your family, or ensure you do not become a financial burden on others, we will help you reach financial success.

  • All client relationships start by asking questions and gathering data to understand the complete picture of your finances.
  • Milestones are identified to create a financial mission
  • Adjustments are continuously made to progress your financial strategy, customize your portfolio, and reach your goals.
  • Measurements inform how to mitigate the impact of unexpected hurdles or surprises.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Integrated Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Generational Wealth Planning
  • Personal CFO
  • Estate Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations (Inheritance)
  • Investable Assets Generally over $1M

Working Together

  • In-Office or Virtual Meetings
  • Clearly Defined Fees
  • Collaborative Approach
  • Complimentary Initial Meeting
  • Integrating Finance and Life

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Scott Beaudin is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Scott Beaudin is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant

    Scott Beaudin is a Certified Public Accountant (CPA)

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

  • CPA/PFS - Personal Financial Specialist
    Scott Beaudin is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

  • Money Quotient
    Scott Beaudin is a Money Quotient Trained Financial Advisor

    Money Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.

Contact Scott Beaudin

802-660-7086

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Office Locations:

  • 2 Market St
    South Burlington, VT 5403
  • 2000 Riveredge Parkway
    Suite 640
    Atlanta, GA 30328

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